ADITYA BIRLA SUN LIFE FOCUSED FUND vs Kotak Focused Fund
ABSL vs Kotak· Portfolio Overlap Analysis
44.0%High Overlap
13 common stocksRank #17497 / 20,000
Investor takeaway: At 44.0% 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 Kotak Focused | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.03% | 5.99% | 5.99% |
State Bank of India Banks | 4.29% | 5.42% | 4.29% |
Shriram Finance Ltd Finance | 3.97% | 5.85% | 3.97% |
Bharti Airtel Limited Telecom - Services | 3.78% | 5.05% | 3.78% |
HDFC Bank Limited Banks | 3.64% | 6.92% | 3.64% |
NTPC Limited Power | 3.45% | 3.40% | 3.40% |
Axis Bank Limited Banks | 4.11% | 3.35% | 3.35% |
Reliance Industries Limited Petroleum Products | 6.10% | 3.33% | 3.33% |
Eternal Limited Retailing | 2.89% | 4.23% | 2.89% |
Larsen & Toubro Limited Construction | 4.66% | 2.85% | 2.85% |
Infosys Limited IT - Software | 5.54% | 2.68% | 2.68% |
Tech Mahindra Limited IT - Software | 3.34% | 2.40% | 2.40% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 3.20% | 1.46% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- SBI Life Insurance Company Limited3.66%
Unique to Kotak Focused
- Bharat Electronics Ltd.4.20%
- Maruti Suzuki India Limited3.74%
- Hero MotoCorp Ltd.3.71%
- KEI Industries Ltd.3.67%
Sector Overlap Breakdown
Banks17.3% (4)
IT - Software5.1% (2)
Finance4.0% (1)
Telecom - Services3.8% (1)
Power3.4% (1)
Petroleum Products3.3% (1)
Retailing2.9% (1)
Construction2.9% (1)
Cement & Cement Products1.5% (1)
More comparisons for ADITYA BIRLA SUN LIFE FOCUSED
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- 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 Kotak Focused
- vs Kotak Contra56.2% · 23 stocks
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak ESG Exclusionary Strateg52.0% · 17 stocks
- vs Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.