ADITYA BIRLA SUN LIFE FOCUSED FUND vs ADITYA BIRLA SUN LIFE LARGE CAP FUND

ABSL vs ABSL· Portfolio Overlap Analysis

54.2%High Overlap
22 common stocksRank #7188 / 20,000

Investor takeaway: At 54.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (22)

StockWt% in ADITYA BIRLA SUN LIFE FOCUSEDWt% in ADITYA BIRLA SUN LIFE LARGE CAOverlap
ICICI Bank Limited
Banks
6.03%7.49%6.03%
Reliance Industries Limited
Petroleum Products
6.10%4.77%4.77%
Infosys Limited
IT - Software
5.54%4.32%4.32%
Axis Bank Limited
Banks
4.11%4.24%4.11%
State Bank of India
Banks
4.29%4.06%4.06%
Larsen & Toubro Limited
Construction
4.66%3.98%3.98%
HDFC Bank Limited
Banks
3.64%7.25%3.64%
Bharti Airtel Limited
Telecom - Services
3.78%3.52%3.52%
Mahindra & Mahindra Limited
Automobiles
2.50%3.42%2.50%
NTPC Limited
Power
3.45%2.20%2.20%
SBI Life Insurance Company Limited
Insurance
3.66%1.87%1.87%
Eternal Limited
Retailing
2.89%1.83%1.83%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.85%1.76%1.76%
Hindalco Industries Limited
Non - Ferrous Metals
3.43%1.55%1.55%
Bajaj Finance Limited
Finance
2.17%1.50%1.50%
Bajaj Auto Limited
Automobiles
3.18%1.36%1.36%
UltraTech Cement Limited
Cement & Cement Products
1.46%1.25%1.25%
Tech Mahindra Limited
IT - Software
3.34%0.96%0.96%
United Spirits Limited
Beverages
2.56%0.92%0.92%
Trent Limited
Retailing
2.38%0.87%0.87%
Shriram Finance Ltd
Finance
3.97%0.72%0.72%
Whirlpool of India Limited
Consumer Durables
1.36%0.48%0.48%

Unique to ADITYA BIRLA SUN LIFE FOCUSED

All top holdings are shared with the other fund.

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Kotak Mahindra Bank Limited3.76%

Sector Overlap Breakdown

Banks
17.8% (4)
IT - Software
5.3% (2)
Petroleum Products
4.8% (1)
Construction
4.0% (1)
Automobiles
3.9% (2)
Telecom - Services
3.5% (1)
Retailing
2.7% (2)
Finance
2.2% (2)
Power
2.2% (1)
Insurance
1.9% (1)
Pharmaceuticals & Biotechnology
1.8% (1)
Non - Ferrous Metals
1.6% (1)
Cement & Cement Products
1.3% (1)
Beverages
0.9% (1)
Consumer Durables
0.5% (1)

More comparisons for ADITYA BIRLA SUN LIFE FOCUSED

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