ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Bajaj Finserv Large Cap Fund

ABSL vs Bajaj· Portfolio Overlap Analysis

52.8%High Overlap
20 common stocksRank #7718 / 20,000

Investor takeaway: At 52.8% 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 (20)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Bajaj Finserv Large CapOverlap
HDFC Bank Limited
Banks
7.25%7.48%7.25%
ICICI Bank Limited
Banks
7.49%7.21%7.21%
Reliance Industries Limited
Petroleum Products
4.77%4.95%4.77%
State Bank of India
Banks
4.06%4.42%4.06%
Larsen & Toubro Limited
Construction
3.98%3.94%3.94%
Kotak Mahindra Bank Limited
Banks
3.76%2.99%2.99%
Infosys Limited
IT - Software
4.32%2.58%2.58%
Mahindra & Mahindra Limited
Automobiles
3.42%2.58%2.58%
Axis Bank Limited
Banks
4.24%2.25%2.25%
NTPC Limited
Power
2.20%4.49%2.20%
Bharti Airtel Limited
Telecom - Services
3.52%1.87%1.87%
Eternal Limited
Retailing
1.83%2.04%1.83%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%3.88%1.76%
Godrej Consumer Products Limited
Personal Products
1.52%2.54%1.52%
Titan Company Limited
Consumer Durables
1.48%3.17%1.48%
UltraTech Cement Limited
Cement & Cement Products
1.25%4.11%1.25%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%3.75%1.21%
Vedanta Limited
Diversified Metals
0.87%1.99%0.87%
Shriram Finance Ltd
Finance
0.72%2.52%0.72%
TVS Motor Company Limited
Automobiles
0.45%3.06%0.45%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Bajaj Finserv Large Cap

  • Divi's Laboratories Limited4.27%
  • LG Electronics India Ltd3.82%

Sector Overlap Breakdown

Banks
23.8% (5)
Petroleum Products
4.8% (1)
Construction
3.9% (1)
Automobiles
3.0% (2)
IT - Software
2.6% (1)
Power
2.2% (1)
Telecom - Services
1.9% (1)
Retailing
1.8% (1)
Pharmaceuticals & Biotechnology
1.8% (1)
Personal Products
1.5% (1)
Consumer Durables
1.5% (1)
Cement & Cement Products
1.3% (1)
Healthcare Services
1.2% (1)
Diversified Metals
0.9% (1)
Finance
0.7% (1)

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