ADITYA BIRLA SUN LIFE FOCUSED FUND vs HDFC Value Fund
ABSL vs HDFC· Portfolio Overlap Analysis
48.8%High Overlap
19 common stocksRank #11372 / 20,000
Investor takeaway: At 48.8% 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 (19)
| Stock | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Wt% in HDFC Value | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.03% | 6.98% | 6.03% |
State Bank of India Banks | 4.29% | 4.46% | 4.29% |
Axis Bank Limited Banks | 4.11% | 4.57% | 4.11% |
HDFC Bank Limited Banks | 3.64% | 6.19% | 3.64% |
Bharti Airtel Limited Telecom - Services | 3.78% | 3.30% | 3.30% |
Infosys Limited IT - Software | 5.54% | 3.07% | 3.07% |
Larsen & Toubro Limited Construction | 4.66% | 3.03% | 3.03% |
NTPC Limited Power | 3.45% | 2.58% | 2.58% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.85% | 2.58% | 2.58% |
AU Small Finance Bank Limited Banks | 2.77% | 2.55% | 2.55% |
SBI Life Insurance Company Limited Insurance | 3.66% | 2.34% | 2.34% |
Reliance Industries Limited Petroleum Products | 6.10% | 1.89% | 1.89% |
Tech Mahindra Limited IT - Software | 3.34% | 1.56% | 1.56% |
Phoenix Mills Limited Realty | 2.85% | 1.50% | 1.50% |
United Spirits Limited Beverages | 2.56% | 1.46% | 1.46% |
Bajaj Auto Limited Automobiles | 3.18% | 1.35% | 1.35% |
Eternal Limited Retailing | 2.89% | 1.30% | 1.30% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 1.21% | 1.21% |
Trent Limited Retailing | 2.38% | 1.00% | 1.00% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- Shriram Finance Ltd3.97%
Unique to HDFC Value
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.6% (5)
IT - Software4.6% (2)
Telecom - Services3.3% (1)
Construction3.0% (1)
Power2.6% (1)
Pharmaceuticals & Biotechnology2.6% (1)
Insurance2.3% (1)
Retailing2.3% (2)
Petroleum Products1.9% (1)
Realty1.5% (1)
Beverages1.5% (1)
Automobiles1.4% (1)
Cement & Cement Products1.2% (1)
More comparisons for ADITYA BIRLA SUN LIFE FOCUSED
- vs ADITYA BIRLA SUN LIFE LARGE CA54.2% · 22 stocks
- 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 HDFC Value
- vs ADITYA BIRLA SUN LIFE LARGE CA52.8% · 27 stocks
- vs CANARA ROBECO LARGE CAP51.2% · 27 stocks
- vs Kotak Large Cap50.2% · 22 stocks
- vs ET49.8% · 29 stocks
- vs HDFC Dividend Yield48.8% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.