ADITYA BIRLA SUN LIFE FOCUSED FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
ABSL vs Nippon· Portfolio Overlap Analysis
47.5%High Overlap
19 common stocksRank #12646 / 20,000
Investor takeaway: At 47.5% 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 NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.03% | 7.59% | 6.03% |
Reliance Industries Limited Petroleum Products | 6.10% | 4.56% | 4.56% |
State Bank of India Banks | 4.29% | 3.99% | 3.99% |
HDFC Bank Limited Banks | 3.64% | 7.08% | 3.64% |
Larsen & Toubro Limited Construction | 4.66% | 3.62% | 3.62% |
Axis Bank Limited Banks | 4.11% | 3.20% | 3.20% |
NTPC Limited Power | 3.45% | 2.93% | 2.93% |
Infosys Limited IT - Software | 5.54% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 3.78% | 2.69% | 2.69% |
Mahindra & Mahindra Limited Automobiles | 2.50% | 2.54% | 2.50% |
Bajaj Finance Limited Finance | 2.17% | 2.86% | 2.17% |
SBI Life Insurance Company Limited Insurance | 3.66% | 1.95% | 1.95% |
Tech Mahindra Limited IT - Software | 3.34% | 1.84% | 1.84% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 1.62% | 1.46% |
Eternal Limited Retailing | 2.89% | 1.34% | 1.34% |
United Spirits Limited Beverages | 2.56% | 1.21% | 1.21% |
Shriram Finance Ltd Finance | 3.97% | 0.78% | 0.78% |
Hindalco Industries Limited Non - Ferrous Metals | 3.43% | 0.44% | 0.44% |
Coforge Limited IT - Software | 2.89% | 0.34% | 0.34% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.9% (4)
IT - Software5.0% (3)
Petroleum Products4.6% (1)
Construction3.6% (1)
Finance3.0% (2)
Power2.9% (1)
Telecom - Services2.7% (1)
Automobiles2.5% (1)
Insurance1.9% (1)
Cement & Cement Products1.5% (1)
Retailing1.3% (1)
Beverages1.2% (1)
Non - Ferrous Metals0.4% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.