ADITYA BIRLA SUN LIFE FLEXI CAP FUND vs BSLBBYW

ABSL vs ABSL· Portfolio Overlap Analysis

43.1%High Overlap
25 common stocksRank #18646 / 20,000

Investor takeaway: At 43.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (25)

StockWt% in ADITYA BIRLA SUN LIFE FLEXI CAWt% in BSLBBYWOverlap
ICICI Bank Limited
Banks
6.48%6.20%6.20%
HDFC Bank Limited
Banks
3.89%4.61%3.89%
Reliance Industries Limited
Petroleum Products
3.16%3.99%3.16%
Infosys Limited
IT - Software
3.18%3.10%3.10%
State Bank of India
Banks
3.00%2.41%2.41%
Hindalco Industries Limited
Non - Ferrous Metals
2.06%2.32%2.06%
Bharti Airtel Limited
Telecom - Services
2.04%2.72%2.04%
Axis Bank Limited
Banks
1.92%3.24%1.92%
Mahindra & Mahindra Limited
Automobiles
1.80%1.89%1.80%
Larsen & Toubro Limited
Construction
1.73%2.59%1.73%
Tech Mahindra Limited
IT - Software
1.52%1.64%1.52%
Godrej Consumer Products Limited
Personal Products
2.05%1.32%1.32%
Grasim Industries Limited
Cement & Cement Products
1.20%1.21%1.20%
Kotak Mahindra Bank Limited
Banks
3.80%1.08%1.08%
Jindal Steel & Power Limited
Ferrous Metals
1.71%1.08%1.08%
AU Small Finance Bank Limited
Banks
1.05%2.14%1.05%
Max Financial Services Limited
Insurance
1.04%1.33%1.04%
Eternal Limited
Retailing
0.98%1.65%0.98%
V-Guard Industries Limited
Consumer Durables
0.97%1.22%0.97%
MEESHO LTD
Retailing
0.97%2.09%0.97%
Shriram Finance Ltd
Finance
0.86%2.24%0.86%
WELSPUN CORP LIMITED
Industrial Products
0.80%1.54%0.80%
Persistent Systems Limited
IT - Software
1.27%0.71%0.71%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.93%0.66%0.66%
Sumitomo Chemical India Limited
Fertilizers & Agrochemicals
0.55%1.15%0.55%

Unique to ADITYA BIRLA SUN LIFE FLEXI CA

  • HCL Technologies Limited2.26%
  • Bharat Forge Limited2.14%

Unique to BSLBBYW

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.6% (6)
IT - Software
5.3% (3)
Petroleum Products
3.2% (1)
Non - Ferrous Metals
2.1% (1)
Telecom - Services
2.0% (1)
Retailing
1.9% (2)
Automobiles
1.8% (1)
Construction
1.7% (1)
Personal Products
1.3% (1)
Cement & Cement Products
1.2% (1)
Ferrous Metals
1.1% (1)
Insurance
1.0% (1)
Consumer Durables
1.0% (1)
Finance
0.9% (1)
Industrial Products
0.8% (1)
Transport Infrastructure
0.7% (1)
Fertilizers & Agrochemicals
0.6% (1)

More comparisons for ADITYA BIRLA SUN LIFE FLEXI CA

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.