ADITYA BIRLA SUN LIFE FOCUSED FUND vs EDELWEISS FOCUSED FUND
ABSL vs Edelweiss· Portfolio Overlap Analysis
44.7%High Overlap
13 common stocksRank #16538 / 20,000
Investor takeaway: At 44.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Wt% in EDELWEISS FOCUSED | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.03% | 5.85% | 5.85% |
Reliance Industries Limited Petroleum Products | 6.10% | 5.70% | 5.70% |
Larsen & Toubro Limited Construction | 4.66% | 5.99% | 4.66% |
State Bank of India Banks | 4.29% | 5.39% | 4.29% |
Shriram Finance Ltd Finance | 3.97% | 5.13% | 3.97% |
HDFC Bank Limited Banks | 3.64% | 6.77% | 3.64% |
NTPC Limited Power | 3.45% | 3.43% | 3.43% |
Infosys Limited IT - Software | 5.54% | 3.21% | 3.21% |
Mahindra & Mahindra Limited Automobiles | 2.50% | 2.99% | 2.50% |
Coforge Limited IT - Software | 2.89% | 2.44% | 2.44% |
Bajaj Finance Limited Finance | 2.17% | 3.09% | 2.17% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 3.40% | 1.46% |
Trent Limited Retailing | 2.38% | 1.42% | 1.42% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- Axis Bank Limited4.11%
- Bharti Airtel Limited3.78%
- SBI Life Insurance Company Limited3.66%
Unique to EDELWEISS FOCUSED
- Tata Steel Ltd.4.89%
- Marico Ltd.4.40%
- KEI Industries Ltd.4.19%
Sector Overlap Breakdown
Banks13.8% (3)
Finance6.1% (2)
Petroleum Products5.7% (1)
IT - Software5.7% (2)
Construction4.7% (1)
Power3.4% (1)
Automobiles2.5% (1)
Cement & Cement Products1.5% (1)
Retailing1.4% (1)
More comparisons for ADITYA BIRLA SUN LIFE FOCUSED
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- vs HDFC NIFTY 50 ETF53.7% · 22 stocks
- vs HDFC Nifty 50 Index53.7% · 22 stocks
- vs ICICI Prudential Nifty 50 ETF53.7% · 22 stocks
- vs Mirae Asset Nifty 50 ETF53.7% · 22 stocks
More comparisons for EDELWEISS FOCUSED
- vs EDELWEISS FLEXI-CAP53.3% · 28 stocks
- vs CANARA ROBECO LARGE CAP52.0% · 23 stocks
- vs CANARA ROBECO FOCUSED50.7% · 15 stocks
- vs Axis Large Cap50.1% · 18 stocks
- vs Bajaj Finserv Large Cap49.9% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.