ADITYA BIRLA SUN LIFE LARGE CAP FUND vs EDELWEISS BALANCED ADVANTAGE FUND
ABSL vs Edelweiss· Portfolio Overlap Analysis
50.5%High Overlap
42 common stocksRank #9465 / 20,000
Investor takeaway: At 50.5% 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 (42)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in EDELWEISS BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.49% | 4.86% | 4.86% |
Reliance Industries Limited Petroleum Products | 4.77% | 4.27% | 4.27% |
HDFC Bank Limited Banks | 7.25% | 3.74% | 3.74% |
Larsen & Toubro Limited Construction | 3.98% | 3.08% | 3.08% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.86% | 2.86% |
State Bank of India Banks | 4.06% | 2.85% | 2.85% |
Infosys Limited IT - Software | 4.32% | 2.48% | 2.48% |
Axis Bank Limited Banks | 4.24% | 1.58% | 1.58% |
Bajaj Finance Limited Finance | 1.50% | 1.83% | 1.50% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 1.48% | 1.48% |
Maruti Suzuki India Limited Automobiles | 1.82% | 1.44% | 1.44% |
HCL Technologies Limited IT - Software | 1.47% | 1.23% | 1.23% |
ITC Limited Diversified FMCG | 1.14% | 1.52% | 1.14% |
NTPC Limited Power | 2.20% | 1.10% | 1.10% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 1.10% | 1.10% |
Titan Company Limited Consumer Durables | 1.48% | 1.05% | 1.05% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 1.10% | 1.05% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 0.96% | 0.96% |
Tech Mahindra Limited IT - Software | 0.96% | 1.16% | 0.96% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 0.88% | 0.88% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 0.88% | 0.88% |
Vedanta Limited Diversified Metals | 0.87% | 1.09% | 0.87% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 0.77% | 0.77% |
Eternal Limited Retailing | 1.83% | 0.70% | 0.70% |
Avenue Supermarts Limited Retailing | 0.98% | 0.70% | 0.70% |
Persistent Systems Limited IT - Software | 1.14% | 0.68% | 0.68% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.41% | 0.65% |
Kotak Mahindra Bank Limited Banks | 3.76% | 0.62% | 0.62% |
Britannia Industries Limited Food Products | 0.61% | 0.66% | 0.61% |
Bajaj Finserv Limited Finance | 0.93% | 0.59% | 0.59% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.56% | 0.56% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.49% | 0.49% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 0.46% | 0.46% |
Shriram Finance Ltd Finance | 0.72% | 0.45% | 0.45% |
TVS Motor Company Limited Automobiles | 0.45% | 2.55% | 0.45% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 0.41% | 0.41% |
United Spirits Limited Beverages | 0.92% | 0.31% | 0.31% |
Bajaj Auto Limited Automobiles | 1.36% | 0.28% | 0.28% |
Trent Limited Retailing | 0.87% | 0.26% | 0.26% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.13% | 0.42% | 0.13% |
PI Industries Litmited Fertilizers & Agrochemicals | 0.44% | 0.05% | 0.05% |
Kwality Wall's India Ltd Food Products | 0.01% | 0.01% | 0.01% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to EDELWEISS BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.7% (5)
IT - Software6.0% (5)
Petroleum Products4.7% (2)
Automobiles3.6% (4)
Finance3.6% (4)
Construction3.1% (1)
Telecom - Services2.9% (1)
Diversified FMCG1.9% (2)
Retailing1.7% (3)
Power1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Consumer Durables1.1% (1)
Insurance1.1% (2)
Non - Ferrous Metals1.0% (1)
Cement & Cement Products0.9% (1)
Healthcare Services0.9% (1)
Diversified Metals0.9% (1)
Food Products0.6% (2)
Auto Components0.5% (1)
Beverages0.3% (1)
Electrical Equipment0.1% (1)
Fertilizers & Agrochemicals0.1% (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 EDELWEISS BALANCED ADVANTAGE
- vs EDELWEISS LARGE CAP58.3% · 55 stocks
- vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
- vs Kotak MSCI India ETF56.4% · 73 stocks
- vs DSP MSCI India ETF56.2% · 73 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.