ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis Large Cap Fund
ABSL vs Axis· Portfolio Overlap Analysis
62.1%High Overlap
34 common stocksRank #4737 / 5,000
Investor takeaway: These funds overlap 62.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (34)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.49% | 8.73% | 7.49% |
HDFC Bank Limited Banks | 7.25% | 8.30% | 7.25% |
Reliance Industries Limited Petroleum Products | 4.77% | 6.06% | 4.77% |
State Bank of India Banks | 4.06% | 4.22% | 4.06% |
Infosys Limited IT - Software | 4.32% | 4.04% | 4.04% |
Larsen & Toubro Limited Construction | 3.98% | 5.24% | 3.98% |
Kotak Mahindra Bank Limited Banks | 3.76% | 3.61% | 3.61% |
Bharti Airtel Limited Telecom - Services | 3.52% | 4.41% | 3.52% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 3.57% | 3.42% |
Eternal Limited Retailing | 1.83% | 1.96% | 1.83% |
Bajaj Finance Limited Finance | 1.50% | 3.91% | 1.50% |
Titan Company Limited Consumer Durables | 1.48% | 1.94% | 1.48% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 1.38% | 1.38% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.73% | 1.25% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.51% | 1.21% |
NTPC Limited Power | 2.20% | 1.19% | 1.19% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 1.13% | 1.05% |
Tech Mahindra Limited IT - Software | 0.96% | 0.95% | 0.95% |
Axis Bank Limited Banks | 4.24% | 0.80% | 0.80% |
Maruti Suzuki India Limited Automobiles | 1.82% | 0.77% | 0.77% |
Shriram Finance Ltd Finance | 0.72% | 1.69% | 0.72% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 1.08% | 0.66% |
Tata Consultancy Services Limited IT - Software | 0.65% | 0.83% | 0.65% |
Cummins India Limited Industrial Products | 0.62% | 0.60% | 0.60% |
Trent Limited Retailing | 0.87% | 0.59% | 0.59% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.56% | 0.56% |
Britannia Industries Limited Food Products | 0.61% | 0.50% | 0.50% |
Avenue Supermarts Limited Retailing | 0.98% | 0.45% | 0.45% |
TVS Motor Company Limited Automobiles | 0.45% | 0.99% | 0.45% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 0.44% | 0.44% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.32% | 0.32% |
Varun Beverages Limited Beverages | 0.30% | 0.40% | 0.30% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.43% | 0.16% | 0.16% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.13% | 1.18% | 0.13% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.2% (5)
IT - Software5.6% (3)
Petroleum Products4.8% (1)
Automobiles4.6% (3)
Construction4.0% (1)
Telecom - Services3.5% (1)
Finance3.3% (3)
Retailing2.9% (3)
Consumer Durables1.5% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Cement & Cement Products1.3% (1)
Healthcare Services1.2% (1)
Power1.2% (1)
Insurance0.9% (2)
Auto Components0.7% (1)
Industrial Products0.6% (1)
Food Products0.5% (1)
Diversified FMCG0.4% (1)
Beverages0.3% (1)
Aerospace & Defense0.2% (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 Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.