ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis Equity Savings Fund

ABSL vs Axis· Portfolio Overlap Analysis

45.4%High Overlap
40 common stocksRank #15511 / 20,000

Investor takeaway: At 45.4% 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 (40)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Axis Equity SavingsOverlap
HDFC Bank Limited
Banks
7.25%7.98%7.25%
ICICI Bank Limited
Banks
7.49%6.38%6.38%
Reliance Industries Limited
Petroleum Products
4.77%9.10%4.77%
Larsen & Toubro Limited
Construction
3.98%2.88%2.88%
Kotak Mahindra Bank Limited
Banks
3.76%2.76%2.76%
Mahindra & Mahindra Limited
Automobiles
3.42%2.38%2.38%
Bharti Airtel Limited
Telecom - Services
3.52%2.26%2.26%
Eternal Limited
Retailing
1.83%1.79%1.79%
State Bank of India
Banks
4.06%1.29%1.29%
SBI Life Insurance Company Limited
Insurance
1.87%1.27%1.27%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%1.21%1.21%
Infosys Limited
IT - Software
4.32%1.07%1.07%
Tech Mahindra Limited
IT - Software
0.96%1.05%0.96%
Titan Company Limited
Consumer Durables
1.48%0.81%0.81%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%0.78%0.78%
Godrej Consumer Products Limited
Personal Products
1.52%0.72%0.72%
Bajaj Finance Limited
Finance
1.50%0.68%0.68%
DLF Limited
Realty
0.64%1.08%0.64%
ITC Limited
Diversified FMCG
1.14%0.63%0.63%
UltraTech Cement Limited
Cement & Cement Products
1.25%0.61%0.61%
Hindustan Aeronautics Limited
Aerospace & Defense
0.43%1.39%0.43%
NTPC Limited
Power
2.20%0.41%0.41%
Tata Consultancy Services Limited
IT - Software
0.65%0.41%0.41%
United Spirits Limited
Beverages
0.92%0.40%0.40%
Bandhan Bank Limited
Banks
0.34%0.36%0.34%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%0.33%0.33%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.84%0.31%0.31%
Trent Limited
Retailing
0.87%0.24%0.24%
Shriram Finance Ltd
Finance
0.72%0.24%0.24%
HDFC Life Insurance Company Limited
Insurance
0.67%0.22%0.22%
Hindustan Unilever Limited
Diversified FMCG
0.84%0.18%0.18%
Sona BLW Precision Forgings Limited
Auto Components
0.18%0.39%0.18%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%0.14%0.14%
Bajaj Finserv Limited
Finance
0.93%0.11%0.11%
Cipla Limited
Pharmaceuticals & Biotechnology
0.90%0.10%0.10%
Cummins India Limited
Industrial Products
0.62%0.07%0.07%
Bharat Petroleum Corporation Limited
Petroleum Products
0.51%0.04%0.04%
Samvardhana Motherson International Limited
Auto Components
0.66%0.03%0.03%
Swiggy Ltd
Retailing
0.74%0.02%0.02%
Maruti Suzuki India Limited
Automobiles
1.82%0.01%0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Axis Bank Limited4.24%

Unique to Axis Equity Savings

  • Tata Steel Limited2.91%

Sector Overlap Breakdown

Banks
18.0% (5)
Petroleum Products
4.8% (2)
Construction
2.9% (1)
IT - Software
2.4% (3)
Automobiles
2.4% (2)
Telecom - Services
2.3% (1)
Retailing
2.0% (3)
Insurance
1.5% (2)
Finance
1.4% (4)
Healthcare Services
1.2% (1)
Consumer Durables
1.1% (2)
Pharmaceuticals & Biotechnology
0.9% (2)
Diversified FMCG
0.8% (2)
Personal Products
0.7% (1)
Realty
0.6% (1)
Cement & Cement Products
0.6% (1)
Aerospace & Defense
0.4% (1)
Power
0.4% (1)
Beverages
0.4% (1)
Auto Components
0.2% (2)
Non - Ferrous Metals
0.1% (1)
Industrial Products
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

More comparisons for Axis Equity Savings

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