ADITYA BIRLA SUN LIFE FOCUSED FUND vs Mahindra Manulife Focused Fund

ABSL vs Mahindra· Portfolio Overlap Analysis

53.2%High Overlap
16 common stocksRank #7607 / 20,000

Investor takeaway: At 53.2% 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 (16)

StockWt% in ADITYA BIRLA SUN LIFE FOCUSEDWt% in Mahindra Manulife FocusedOverlap
ICICI Bank Limited
Banks
6.03%8.56%6.03%
Reliance Industries Limited
Petroleum Products
6.10%5.58%5.58%
Larsen & Toubro Limited
Construction
4.66%5.09%4.66%
Infosys Limited
IT - Software
5.54%4.38%4.38%
State Bank of India
Banks
4.29%5.10%4.29%
HDFC Bank Limited
Banks
3.64%4.92%3.64%
NTPC Limited
Power
3.45%3.47%3.45%
Bajaj Auto Limited
Automobiles
3.18%3.43%3.18%
Tech Mahindra Limited
IT - Software
3.34%3.06%3.06%
Axis Bank Limited
Banks
4.11%2.97%2.97%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.85%2.43%2.43%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
3.27%2.38%2.38%
Bajaj Finance Limited
Finance
2.17%3.00%2.17%
Biocon Limited
Pharmaceuticals & Biotechnology
1.79%2.52%1.79%
Mahindra & Mahindra Limited
Automobiles
2.50%1.69%1.69%
Trent Limited
Retailing
2.38%1.50%1.50%

Unique to ADITYA BIRLA SUN LIFE FOCUSED

  • Shriram Finance Ltd3.97%
  • Bharti Airtel Limited3.78%
  • SBI Life Insurance Company Limited3.66%

Unique to Mahindra Manulife Focused

  • Indus Towers Limited4.07%
  • Grasim Industries Limited3.82%

Sector Overlap Breakdown

Banks
16.9% (4)
IT - Software
7.4% (2)
Petroleum Products
5.6% (1)
Automobiles
4.9% (2)
Construction
4.7% (1)
Pharmaceuticals & Biotechnology
4.2% (2)
Power
3.5% (1)
Transport Infrastructure
2.4% (1)
Finance
2.2% (1)
Retailing
1.5% (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.