ADITYA BIRLA SUN LIFE LARGE CAP FUND vs BSLBBYW

ABSL vs ABSL· Portfolio Overlap Analysis

43.5%High Overlap
23 common stocksRank #18257 / 20,000

Investor takeaway: At 43.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (23)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in BSLBBYWOverlap
ICICI Bank Limited
Banks
7.49%6.20%6.20%
HDFC Bank Limited
Banks
7.25%4.61%4.61%
Reliance Industries Limited
Petroleum Products
4.77%3.99%3.99%
Axis Bank Limited
Banks
4.24%3.24%3.24%
Infosys Limited
IT - Software
4.32%3.10%3.10%
Bharti Airtel Limited
Telecom - Services
3.52%2.72%2.72%
Larsen & Toubro Limited
Construction
3.98%2.59%2.59%
State Bank of India
Banks
4.06%2.41%2.41%
Mahindra & Mahindra Limited
Automobiles
3.42%1.89%1.89%
Eternal Limited
Retailing
1.83%1.65%1.65%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%2.32%1.55%
Godrej Consumer Products Limited
Personal Products
1.52%1.32%1.32%
Bajaj Finance Limited
Finance
1.50%1.19%1.19%
Kotak Mahindra Bank Limited
Banks
3.76%1.08%1.08%
Tech Mahindra Limited
IT - Software
0.96%1.64%0.96%
Vedanta Limited
Diversified Metals
0.87%1.26%0.87%
Trent Limited
Retailing
0.87%0.81%0.81%
Shriram Finance Ltd
Finance
0.72%2.24%0.72%
Persistent Systems Limited
IT - Software
1.14%0.71%0.71%
MEESHO LTD
Retailing
0.67%2.09%0.67%
Samvardhana Motherson International Limited
Auto Components
0.66%1.34%0.66%
Varun Beverages Limited
Beverages
0.30%1.48%0.30%
Dabur India Limited
Personal Products
0.25%1.79%0.25%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to BSLBBYW

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.5% (5)
IT - Software
4.8% (3)
Petroleum Products
4.0% (1)
Retailing
3.1% (3)
Telecom - Services
2.7% (1)
Construction
2.6% (1)
Finance
1.9% (2)
Automobiles
1.9% (1)
Personal Products
1.6% (2)
Non - Ferrous Metals
1.6% (1)
Diversified Metals
0.9% (1)
Auto Components
0.7% (1)
Beverages
0.3% (1)

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