ADITYA BIRLA SUN LIFE FOCUSED FUND vs TATA FOCUSED FUND
ABSL vs Tata· Portfolio Overlap Analysis
45.2%High Overlap
13 common stocksRank #15801 / 20,000
Investor takeaway: At 45.2% 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 (13)
| Stock | Wt% in ADITYA BIRLA SUN LIFE FOCUSED | Wt% in TATA FOCUSED | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.03% | 6.44% | 6.03% |
Reliance Industries Limited Petroleum Products | 6.10% | 4.95% | 4.95% |
Axis Bank Limited Banks | 4.11% | 5.54% | 4.11% |
Larsen & Toubro Limited Construction | 4.66% | 4.03% | 4.03% |
SBI Life Insurance Company Limited Insurance | 3.66% | 3.68% | 3.66% |
HDFC Bank Limited Banks | 3.64% | 7.50% | 3.64% |
NTPC Limited Power | 3.45% | 4.59% | 3.45% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 3.27% | 3.66% | 3.27% |
Infosys Limited IT - Software | 5.54% | 3.15% | 3.15% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.85% | 3.62% | 2.85% |
Mahindra & Mahindra Limited Automobiles | 2.50% | 3.30% | 2.50% |
Bharti Airtel Limited Telecom - Services | 3.78% | 2.08% | 2.08% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 3.93% | 1.46% |
Unique to ADITYA BIRLA SUN LIFE FOCUSED
- State Bank of India4.29%
- Shriram Finance Ltd3.97%
Unique to TATA FOCUSED
- METROPOLIS HEALTHCARE LTD.3.82%
- AMBUJA CEMENTS LTD.3.74%
Sector Overlap Breakdown
Banks13.8% (3)
Petroleum Products5.0% (1)
Construction4.0% (1)
Insurance3.7% (1)
Power3.5% (1)
Transport Infrastructure3.3% (1)
IT - Software3.1% (1)
Pharmaceuticals & Biotechnology2.9% (1)
Automobiles2.5% (1)
Telecom - Services2.1% (1)
Cement & Cement Products1.5% (1)
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More comparisons for TATA FOCUSED
- vs ICICI Prudential Large Cap46.7% · 14 stocks
- vs ICICI Prudential ELSS Tax Save45.9% · 16 stocks
- vs Kotak Large Cap44.2% · 14 stocks
- vs Bajaj Finserv Large Cap44.1% · 11 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA43.9% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.