ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis Aggressive Hybrid Fund

ABSL vs Axis· Portfolio Overlap Analysis

47.9%High Overlap

38 common stocksRank #12325 / 20,000

Investor takeaway: At 47.9% 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 (38)

Stock	Wt% in ADITYA BIRLA SUN LIFE LARGE CA	Wt% in Axis Aggressive Hybrid	Overlap
HDFC Bank Limited Banks	7.25%	5.43%	5.43%
ICICI Bank Limited Banks	7.49%	4.85%	4.85%
Reliance Industries Limited Petroleum Products	4.77%	5.19%	4.77%
State Bank of India Banks	4.06%	3.67%	3.67%
Infosys Limited IT - Software	4.32%	3.31%	3.31%
Larsen & Toubro Limited Construction	3.98%	3.18%	3.18%
Bharti Airtel Limited Telecom - Services	3.52%	2.75%	2.75%
Mahindra & Mahindra Limited Automobiles	3.42%	2.25%	2.25%
NTPC Limited Power	2.20%	1.71%	1.71%
Bajaj Finance Limited Finance	1.50%	2.00%	1.50%
Kotak Mahindra Bank Limited Banks	3.76%	1.40%	1.40%
Apollo Hospitals Enterprise Limited Healthcare Services	1.21%	1.12%	1.12%
Titan Company Limited Consumer Durables	1.48%	0.88%	0.88%
PNB Housing Finance Limited Finance	0.83%	0.92%	0.83%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.76%	0.75%	0.75%
Shriram Finance Ltd Finance	0.72%	0.78%	0.72%
SBI Life Insurance Company Limited Insurance	1.87%	0.67%	0.67%
HDFC Life Insurance Company Limited Insurance	0.67%	0.94%	0.67%
Samvardhana Motherson International Limited Auto Components	0.66%	0.87%	0.66%
Eternal Limited Retailing	1.83%	0.65%	0.65%
Tata Consultancy Services Limited IT - Software	0.65%	0.82%	0.65%
Britannia Industries Limited Food Products	0.61%	0.80%	0.61%
Tech Mahindra Limited IT - Software	0.96%	0.57%	0.57%
Cholamandalam Investment and Finance Company Limited Finance	1.05%	0.47%	0.47%
PI Industries Litmited Fertilizers & Agrochemicals	0.44%	0.57%	0.44%
Hindustan Aeronautics Limited Aerospace & Defense	0.43%	0.53%	0.43%
Cipla Limited Pharmaceuticals & Biotechnology	0.90%	0.42%	0.42%
Hindustan Unilever Limited Diversified FMCG	0.84%	0.39%	0.39%
HCL Technologies Limited IT - Software	1.47%	0.37%	0.37%
ITC Limited Diversified FMCG	1.14%	0.34%	0.34%
Avenue Supermarts Limited Retailing	0.98%	0.31%	0.31%
Varun Beverages Limited Beverages	0.30%	0.68%	0.30%
Hindalco Industries Limited Non - Ferrous Metals	1.55%	0.21%	0.21%
Axis Bank Limited Banks	4.24%	0.18%	0.18%
Sona BLW Precision Forgings Limited Auto Components	0.18%	0.50%	0.18%
CG Power and Industrial Solutions Limited Electrical Equipment	0.13%	0.65%	0.13%
DLF Limited Realty	0.64%	0.08%	0.08%
Bajaj Finserv Limited Finance	0.93%	0.07%	0.07%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.5% (5)

IT - Software

4.9% (4)

Petroleum Products

4.8% (1)

Finance

3.6% (5)

Construction

3.2% (1)

Telecom - Services

2.8% (1)

Automobiles

2.3% (1)

Power

1.7% (1)

Insurance

1.3% (2)

Pharmaceuticals & Biotechnology

1.2% (2)

Healthcare Services

1.1% (1)

Retailing

1.0% (2)

Consumer Durables

0.9% (1)

Auto Components

0.8% (2)

Diversified FMCG

0.7% (2)

Food Products

0.6% (1)

Fertilizers & Agrochemicals

0.4% (1)

Aerospace & Defense

0.4% (1)

Beverages

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Electrical Equipment

0.1% (1)

Realty

0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

vs CANARA ROBECO LARGE CAP67.0% · 38 stocks
vs Parag Parikh Large Cap66.9% · 47 stocks
vs Axis Nifty 100 Index66.8% · 47 stocks
vs HDFC NIFTY 100 ETF66.8% · 47 stocks
vs ICICI Prudential Nifty 100 ETF66.8% · 47 stocks

More comparisons for Axis Aggressive Hybrid

vs Axis Children’s66.2% · 80 stocks
vs Axis Retirement Fund - Dynamic64.7% · 72 stocks
vs Axis Retirement Fund - Aggress63.7% · 69 stocks
vs Axis Balanced Advantage56.7% · 68 stocks
vs Axis Nifty 100 Index51.2% · 49 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.