ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis ESG Integration Strategy Fund
ABSL vs Axis· Portfolio Overlap Analysis
44.5%High Overlap
23 common stocksRank #16978 / 20,000
Investor takeaway: At 44.5% 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 (23)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Axis ESG Integration Strategy | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.02% | 7.02% |
ICICI Bank Limited Banks | 7.49% | 6.21% | 6.21% |
State Bank of India Banks | 4.06% | 7.21% | 4.06% |
Axis Bank Limited Banks | 4.24% | 3.66% | 3.66% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.58% | 3.58% |
Infosys Limited IT - Software | 4.32% | 3.08% | 3.08% |
Kotak Mahindra Bank Limited Banks | 3.76% | 2.00% | 2.00% |
Maruti Suzuki India Limited Automobiles | 1.82% | 3.01% | 1.82% |
Bajaj Finance Limited Finance | 1.50% | 4.09% | 1.50% |
Titan Company Limited Consumer Durables | 1.48% | 3.06% | 1.48% |
HCL Technologies Limited IT - Software | 1.47% | 1.99% | 1.47% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 1.21% | 1.21% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.55% | 1.21% |
SBI Life Insurance Company Limited Insurance | 1.87% | 1.09% | 1.09% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 2.01% | 1.05% |
Tech Mahindra Limited IT - Software | 0.96% | 2.11% | 0.96% |
Larsen & Toubro Limited Construction | 3.98% | 0.85% | 0.85% |
Shriram Finance Ltd Finance | 0.72% | 1.91% | 0.72% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 0.44% | 4.66% | 0.44% |
Delhivery Ltd Transport Services | 0.33% | 0.39% | 0.33% |
TVS Motor Company Limited Automobiles | 0.45% | 0.30% | 0.30% |
Varun Beverages Limited Beverages | 0.30% | 2.09% | 0.30% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.13% | 1.92% | 0.13% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Bharti Airtel Limited3.52%
- Mahindra & Mahindra Limited3.42%
Unique to Axis ESG Integration Strategy
- JB Chemicals & Pharmaceuticals Limited3.14%
Sector Overlap Breakdown
Banks22.9% (5)
IT - Software5.5% (3)
Petroleum Products3.6% (1)
Finance3.3% (3)
Automobiles2.1% (2)
Consumer Durables1.5% (1)
Cement & Cement Products1.2% (1)
Healthcare Services1.2% (1)
Insurance1.1% (1)
Construction0.8% (1)
Pharmaceuticals & Biotechnology0.4% (1)
Transport Services0.3% (1)
Beverages0.3% (1)
Electrical Equipment0.1% (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 ESG Integration Strategy
- vs CANARA ROBECO LARGE CAP46.8% · 22 stocks
- vs Axis Large Cap46.3% · 22 stocks
- vs Baroda BNP Paribas Nifty 50 In44.3% · 20 stocks
- vs HDFC NIFTY 50 ETF44.3% · 20 stocks
- vs HDFC Nifty 50 Index44.3% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.