ADITYA BIRLA SUN LIFE FOCUSED FUND vs Kotak Large Cap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
52.9%High Overlap
18 common stocksRank #7678 / 20,000
Investor takeaway: At 52.9% 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 (18)
| Stock | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 6.10% | 6.39% | 6.10% |
ICICI Bank Limited Banks | 6.03% | 7.36% | 6.03% |
State Bank of India Banks | 4.29% | 4.83% | 4.29% |
Larsen & Toubro Limited Construction | 4.66% | 4.22% | 4.22% |
Bharti Airtel Limited Telecom - Services | 3.78% | 3.78% | 3.78% |
HDFC Bank Limited Banks | 3.64% | 7.01% | 3.64% |
Axis Bank Limited Banks | 4.11% | 3.35% | 3.35% |
Infosys Limited IT - Software | 5.54% | 3.32% | 3.32% |
NTPC Limited Power | 3.45% | 2.89% | 2.89% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.85% | 2.59% | 2.59% |
Mahindra & Mahindra Limited Automobiles | 2.50% | 2.90% | 2.50% |
Bajaj Finance Limited Finance | 2.17% | 3.14% | 2.17% |
Shriram Finance Ltd Finance | 3.97% | 1.98% | 1.98% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 2.22% | 1.46% |
Eternal Limited Retailing | 2.89% | 1.38% | 1.38% |
United Spirits Limited Beverages | 2.56% | 1.15% | 1.15% |
Tech Mahindra Limited IT - Software | 3.34% | 1.04% | 1.04% |
Hindalco Industries Limited Non - Ferrous Metals | 3.43% | 1.02% | 1.02% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- SBI Life Insurance Company Limited3.66%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.3% (4)
Petroleum Products6.1% (1)
IT - Software4.4% (2)
Construction4.2% (1)
Finance4.2% (2)
Telecom - Services3.8% (1)
Power2.9% (1)
Pharmaceuticals & Biotechnology2.6% (1)
Automobiles2.5% (1)
Cement & Cement Products1.5% (1)
Retailing1.4% (1)
Beverages1.1% (1)
Non - Ferrous Metals1.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.