ADITYA BIRLA SUN LIFE LARGE CAP FUND vs ADITYA BIRLA SUN LIFE RETIREMENT FUND - THE 40S PLAN
ABSL vs ABSL· Portfolio Overlap Analysis
45.5%High Overlap
26 common stocksRank #15261 / 20,000
Investor takeaway: At 45.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (26)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in ADITYA BIRLA SUN LIFE RETIREME | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.49% | 6.37% | 6.37% |
HDFC Bank Limited Banks | 7.25% | 4.88% | 4.88% |
Infosys Limited IT - Software | 4.32% | 3.69% | 3.69% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.19% | 3.19% |
State Bank of India Banks | 4.06% | 3.00% | 3.00% |
Axis Bank Limited Banks | 4.24% | 2.41% | 2.41% |
Larsen & Toubro Limited Construction | 3.98% | 2.24% | 2.24% |
Kotak Mahindra Bank Limited Banks | 3.76% | 2.21% | 2.21% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.52% | 1.76% |
NTPC Limited Power | 2.20% | 1.70% | 1.70% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 2.01% | 1.55% |
Bajaj Auto Limited Automobiles | 1.36% | 1.67% | 1.36% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 3.13% | 1.25% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 1.50% | 1.21% |
Titan Company Limited Consumer Durables | 1.48% | 1.09% | 1.09% |
Eternal Limited Retailing | 1.83% | 1.07% | 1.07% |
Avenue Supermarts Limited Retailing | 0.98% | 1.34% | 0.98% |
Bajaj Finance Limited Finance | 1.50% | 0.94% | 0.94% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.89% | 0.89% |
Vedanta Limited Diversified Metals | 0.87% | 1.88% | 0.87% |
Godrej Consumer Products Limited Personal Products | 1.52% | 0.69% | 0.69% |
MEESHO LTD Retailing | 0.67% | 0.63% | 0.63% |
ICICI Lombard General Insurance Company Limited Insurance | 0.60% | 1.82% | 0.60% |
Whirlpool of India Limited Consumer Durables | 0.48% | 0.64% | 0.48% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 0.26% | 0.26% |
Sona BLW Precision Forgings Limited Auto Components | 0.18% | 0.65% | 0.18% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Bharti Airtel Limited3.52%
- Mahindra & Mahindra Limited3.42%
Unique to ADITYA BIRLA SUN LIFE RETIREME
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.9% (5)
IT - Software3.7% (1)
Petroleum Products3.2% (1)
Retailing2.7% (3)
Construction2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Power1.7% (1)
Consumer Durables1.6% (2)
Non - Ferrous Metals1.6% (1)
Insurance1.5% (2)
Automobiles1.4% (1)
Cement & Cement Products1.3% (1)
Healthcare Services1.2% (1)
Finance1.2% (2)
Diversified Metals0.9% (1)
Personal Products0.7% (1)
Auto Components0.2% (1)
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More comparisons for ADITYA BIRLA SUN LIFE RETIREME
- vs ADITYA BIRLA SUN LIFE ELSS TAX45.1% · 27 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.