ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Bajaj Finserv Balanced Advantage Fund
ABSL vs Bajaj· Portfolio Overlap Analysis
47.9%High Overlap
31 common stocksRank #12353 / 20,000
Investor takeaway: At 47.9% 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 (31)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Bajaj Finserv Balanced Advanta | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.92% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 4.55% | 4.55% |
State Bank of India Banks | 4.06% | 4.25% | 4.06% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.48% | 3.48% |
Larsen & Toubro Limited Construction | 3.98% | 3.48% | 3.48% |
Axis Bank Limited Banks | 4.24% | 2.77% | 2.77% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.00% | 2.00% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 1.87% | 1.76% |
Eternal Limited Retailing | 1.83% | 1.50% | 1.50% |
Bharti Airtel Limited Telecom - Services | 3.52% | 1.44% | 1.44% |
NTPC Limited Power | 2.20% | 1.43% | 1.43% |
Titan Company Limited Consumer Durables | 1.48% | 1.39% | 1.39% |
Bajaj Auto Limited Automobiles | 1.36% | 1.38% | 1.36% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 3.01% | 1.25% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.57% | 1.21% |
ITC Limited Diversified FMCG | 1.14% | 1.37% | 1.14% |
Bajaj Finance Limited Finance | 1.50% | 1.08% | 1.08% |
Vedanta Limited Diversified Metals | 0.87% | 1.82% | 0.87% |
Infosys Limited IT - Software | 4.32% | 0.86% | 0.86% |
HCL Technologies Limited IT - Software | 1.47% | 0.86% | 0.86% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 3.10% | 0.84% |
Shriram Finance Ltd Finance | 0.72% | 1.30% | 0.72% |
DLF Limited Realty | 0.64% | 1.94% | 0.64% |
SANOFI CONSUMER HEALTHCARE Pharmaceuticals & Biotechnology | 0.51% | 1.62% | 0.51% |
Cummins India Limited Industrial Products | 0.62% | 0.27% | 0.27% |
Kotak Mahindra Bank Limited Banks | 3.76% | 0.26% | 0.26% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 0.26% | 0.26% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.24% | 0.24% |
Trent Limited Retailing | 0.87% | 0.23% | 0.23% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.13% | 0.43% | 0.13% |
Kwality Wall's India Ltd Food Products | 0.01% | 0.02% | 0.01% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Bajaj Finserv Balanced Advanta
- Divi's Laboratories Limited3.39%
Sector Overlap Breakdown
Banks18.9% (5)
Petroleum Products3.5% (1)
Construction3.5% (1)
Automobiles3.4% (2)
Pharmaceuticals & Biotechnology2.3% (2)
Diversified FMCG2.0% (2)
Finance1.8% (2)
Retailing1.7% (2)
IT - Software1.7% (2)
Telecom - Services1.4% (1)
Power1.4% (1)
Consumer Durables1.4% (1)
Cement & Cement Products1.3% (1)
Healthcare Services1.2% (1)
Diversified Metals0.9% (1)
Realty0.6% (1)
Industrial Products0.3% (1)
Auto Components0.3% (1)
Insurance0.2% (1)
Electrical Equipment0.1% (1)
Food Products0.0% (1)
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More comparisons for Bajaj Finserv Balanced Advanta
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- vs Invesco India NIFTY 50 Exchang55.8% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.