ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Axis Retirement Fund - Aggressive Plan

ABSL vs Axis· Portfolio Overlap Analysis

48.6%High Overlap
38 common stocksRank #11515 / 20,000

Investor takeaway: At 48.6% 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)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Axis Retirement Fund - AggressOverlap
HDFC Bank Limited
Banks
7.25%5.55%5.55%
ICICI Bank Limited
Banks
7.49%4.90%4.90%
Reliance Industries Limited
Petroleum Products
4.77%5.54%4.77%
State Bank of India
Banks
4.06%3.73%3.73%
Infosys Limited
IT - Software
4.32%3.38%3.38%
Larsen & Toubro Limited
Construction
3.98%3.17%3.17%
Bharti Airtel Limited
Telecom - Services
3.52%2.67%2.67%
Mahindra & Mahindra Limited
Automobiles
3.42%2.25%2.25%
NTPC Limited
Power
2.20%1.72%1.72%
Bajaj Finance Limited
Finance
1.50%1.93%1.50%
Kotak Mahindra Bank Limited
Banks
3.76%1.29%1.29%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%0.99%0.99%
Titan Company Limited
Consumer Durables
1.48%0.86%0.86%
PNB Housing Finance Limited
Finance
0.83%0.87%0.83%
Eternal Limited
Retailing
1.83%0.78%0.78%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%0.75%0.75%
Shriram Finance Ltd
Finance
0.72%0.83%0.72%
United Spirits Limited
Beverages
0.92%0.69%0.69%
HDFC Life Insurance Company Limited
Insurance
0.67%0.96%0.67%
Samvardhana Motherson International Limited
Auto Components
0.66%0.88%0.66%
Tata Consultancy Services Limited
IT - Software
0.65%0.83%0.65%
Tech Mahindra Limited
IT - Software
0.96%0.61%0.61%
Britannia Industries Limited
Food Products
0.61%0.80%0.61%
Cipla Limited
Pharmaceuticals & Biotechnology
0.90%0.49%0.49%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%0.48%0.48%
Hindustan Unilever Limited
Diversified FMCG
0.84%0.47%0.47%
PI Industries Litmited
Fertilizers & Agrochemicals
0.44%0.59%0.44%
Hindustan Aeronautics Limited
Aerospace & Defense
0.43%0.47%0.43%
Bharat Petroleum Corporation Limited
Petroleum Products
0.51%0.41%0.41%
TVS Motor Company Limited
Automobiles
0.45%0.40%0.40%
ITC Limited
Diversified FMCG
1.14%0.34%0.34%
Avenue Supermarts Limited
Retailing
0.98%0.30%0.30%
Varun Beverages Limited
Beverages
0.30%0.74%0.30%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%0.20%0.20%
Axis Bank Limited
Banks
4.24%0.19%0.19%
Sona BLW Precision Forgings Limited
Auto Components
0.18%0.46%0.18%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.13%0.74%0.13%
HCL Technologies Limited
IT - Software
1.47%0.11%0.11%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Axis Retirement Fund - Aggress

  • Divi's Laboratories Limited1.95%

Sector Overlap Breakdown

Banks
15.7% (5)
Petroleum Products
5.2% (2)
IT - Software
4.8% (4)
Finance
3.5% (4)
Construction
3.2% (1)
Telecom - Services
2.7% (1)
Automobiles
2.6% (2)
Power
1.7% (1)
Pharmaceuticals & Biotechnology
1.2% (2)
Retailing
1.1% (2)
Healthcare Services
1.0% (1)
Beverages
1.0% (2)
Consumer Durables
0.9% (1)
Auto Components
0.8% (2)
Diversified FMCG
0.8% (2)
Insurance
0.7% (1)
Food Products
0.6% (1)
Fertilizers & Agrochemicals
0.4% (1)
Aerospace & Defense
0.4% (1)
Non - Ferrous Metals
0.2% (1)
Electrical Equipment
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

More comparisons for Axis Retirement Fund - Aggress

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