ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis Balanced Advantage Fund

ABSL vs Axis· Portfolio Overlap Analysis

50.7%High Overlap

48 common stocksRank #9369 / 20,000

Investor takeaway: At 50.7% 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 (48)

Stock	Wt% in ADITYA BIRLA SUN LIFE LARGE CA	Wt% in Axis Balanced Advantage	Overlap
HDFC Bank Limited Banks	7.25%	5.75%	5.75%
ICICI Bank Limited Banks	7.49%	5.06%	5.06%
Reliance Industries Limited Petroleum Products	4.77%	5.09%	4.77%
State Bank of India Banks	4.06%	4.33%	4.06%
Infosys Limited IT - Software	4.32%	3.03%	3.03%
Larsen & Toubro Limited Construction	3.98%	2.97%	2.97%
Mahindra & Mahindra Limited Automobiles	3.42%	2.73%	2.73%
Bharti Airtel Limited Telecom - Services	3.52%	1.80%	1.80%
NTPC Limited Power	2.20%	1.73%	1.73%
Bajaj Finance Limited Finance	1.50%	1.67%	1.50%
Kotak Mahindra Bank Limited Banks	3.76%	1.32%	1.32%
Apollo Hospitals Enterprise Limited Healthcare Services	1.21%	1.49%	1.21%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.76%	1.19%	1.19%
SBI Life Insurance Company Limited Insurance	1.87%	1.02%	1.02%
Titan Company Limited Consumer Durables	1.48%	0.93%	0.93%
ITC Limited Diversified FMCG	1.14%	0.88%	0.88%
Hindustan Unilever Limited Diversified FMCG	0.84%	0.78%	0.78%
Shriram Finance Ltd Finance	0.72%	0.98%	0.72%
HDFC Life Insurance Company Limited Insurance	0.67%	0.67%	0.67%
Samvardhana Motherson International Limited Auto Components	0.66%	0.95%	0.66%
Tata Consultancy Services Limited IT - Software	0.65%	1.37%	0.65%
Britannia Industries Limited Food Products	0.61%	0.95%	0.61%
Tech Mahindra Limited IT - Software	0.96%	0.55%	0.55%
United Spirits Limited Beverages	0.92%	0.47%	0.47%
HCL Technologies Limited IT - Software	1.47%	0.46%	0.46%
TVS Motor Company Limited Automobiles	0.45%	0.85%	0.45%
Bharat Petroleum Corporation Limited Petroleum Products	0.51%	0.44%	0.44%
Hindustan Aeronautics Limited Aerospace & Defense	0.43%	0.52%	0.43%
Axis Bank Limited Banks	4.24%	0.41%	0.41%
Bajaj Auto Limited Automobiles	1.36%	0.41%	0.41%
PNB Housing Finance Limited Finance	0.83%	0.37%	0.37%
Hindalco Industries Limited Non - Ferrous Metals	1.55%	0.34%	0.34%
Eternal Limited Retailing	1.83%	0.30%	0.30%
Varun Beverages Limited Beverages	0.30%	0.60%	0.30%
Cipla Limited Pharmaceuticals & Biotechnology	0.90%	0.29%	0.29%
UltraTech Cement Limited Cement & Cement Products	1.25%	0.28%	0.28%
PI Industries Litmited Fertilizers & Agrochemicals	0.44%	0.28%	0.28%
Avenue Supermarts Limited Retailing	0.98%	0.18%	0.18%
DLF Limited Realty	0.64%	0.18%	0.18%
Sona BLW Precision Forgings Limited Auto Components	0.18%	0.48%	0.18%
CG Power and Industrial Solutions Limited Electrical Equipment	0.13%	0.55%	0.13%
Info Edge (India) Limited Retailing	0.29%	0.08%	0.08%
Bajaj Finserv Limited Finance	0.93%	0.05%	0.05%
Aditya Birla Capital Limited Finance	0.38%	0.04%	0.04%
ICICI Prudential Life Insurance Company Limited Insurance	0.50%	0.03%	0.03%
Crompton Greaves Consumer Electricals Limited Consumer Durables	0.84%	0.01%	0.01%
Cholamandalam Investment and Finance Company Limited Finance	1.05%	0.00%	0.00%
Cummins India Limited Industrial Products	0.62%	0.00%	0.00%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Axis Balanced Advantage

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

16.6% (5)

Petroleum Products

5.2% (2)

IT - Software

4.7% (4)

Automobiles

3.6% (3)

Construction

3.0% (1)

Finance

2.7% (6)

Telecom - Services

1.8% (1)

Power

1.7% (1)

Insurance

1.7% (3)

Diversified FMCG

1.7% (2)

Pharmaceuticals & Biotechnology

1.5% (2)

Healthcare Services

1.2% (1)

Consumer Durables

0.9% (2)

Auto Components

0.8% (2)

Beverages

0.8% (2)

Food Products

0.6% (1)

Retailing

0.6% (3)

Aerospace & Defense

0.4% (1)

Non - Ferrous Metals

0.3% (1)

Cement & Cement Products

0.3% (1)

Fertilizers & Agrochemicals

0.3% (1)

Realty

0.2% (1)

Electrical Equipment

0.1% (1)

Industrial Products

0.0% (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 Balanced Advantage

vs Axis Aggressive Hybrid56.7% · 68 stocks
vs Axis Retirement Fund - Aggress56.6% · 68 stocks
vs Axis Retirement Fund - Dynamic56.4% · 67 stocks
vs Axis Children’s55.6% · 69 stocks
vs HDFC NIFTY 100 ETF54.5% · 59 stocks

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