ADITYA BIRLA SUN LIFE LARGE CAP FUND vs EDELWEISS LARGE CAP FUND

ABSL vs Edelweiss· Portfolio Overlap Analysis

60.9%High Overlap
36 common stocksRank #4951 / 5,000

Investor takeaway: These funds overlap 60.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (36)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
7.25%7.59%7.25%
ICICI Bank Limited
Banks
7.49%6.63%6.63%
Reliance Industries Limited
Petroleum Products
4.77%5.51%4.77%
State Bank of India
Banks
4.06%3.98%3.98%
Larsen & Toubro Limited
Construction
3.98%4.35%3.98%
Bharti Airtel Limited
Telecom - Services
3.52%3.61%3.52%
Mahindra & Mahindra Limited
Automobiles
3.42%3.22%3.22%
Infosys Limited
IT - Software
4.32%2.78%2.78%
Axis Bank Limited
Banks
4.24%2.53%2.53%
NTPC Limited
Power
2.20%2.23%2.20%
Maruti Suzuki India Limited
Automobiles
1.82%1.64%1.64%
Bajaj Finance Limited
Finance
1.50%3.30%1.50%
Titan Company Limited
Consumer Durables
1.48%2.09%1.48%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.81%1.25%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%1.81%1.21%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%1.18%1.18%
ITC Limited
Diversified FMCG
1.14%2.12%1.14%
Tech Mahindra Limited
IT - Software
0.96%1.04%0.96%
Hindustan Unilever Limited
Diversified FMCG
0.84%0.90%0.84%
SBI Life Insurance Company Limited
Insurance
1.87%0.76%0.76%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%0.75%0.75%
Eternal Limited
Retailing
1.83%0.71%0.71%
Godrej Consumer Products Limited
Personal Products
1.52%0.71%0.71%
HDFC Life Insurance Company Limited
Insurance
0.67%1.45%0.67%
Tata Consultancy Services Limited
IT - Software
0.65%1.11%0.65%
Samvardhana Motherson International Limited
Auto Components
0.66%0.62%0.62%
Britannia Industries Limited
Food Products
0.61%0.68%0.61%
Bajaj Auto Limited
Automobiles
1.36%0.51%0.51%
Bharat Petroleum Corporation Limited
Petroleum Products
0.51%0.63%0.51%
Kotak Mahindra Bank Limited
Banks
3.76%0.49%0.49%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%0.47%0.47%
Avenue Supermarts Limited
Retailing
0.98%0.47%0.47%
TVS Motor Company Limited
Automobiles
0.45%0.90%0.45%
HCL Technologies Limited
IT - Software
1.47%0.42%0.42%
Cummins India Limited
Industrial Products
0.62%0.06%0.06%
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 LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.9% (5)
Automobiles
5.8% (4)
Petroleum Products
5.3% (2)
IT - Software
4.8% (4)
Construction
4.0% (1)
Telecom - Services
3.5% (1)
Power
2.2% (1)
Diversified FMCG
2.0% (2)
Finance
2.0% (2)
Consumer Durables
1.5% (1)
Insurance
1.4% (2)
Cement & Cement Products
1.3% (1)
Healthcare Services
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Retailing
1.2% (2)
Non - Ferrous Metals
0.8% (1)
Personal Products
0.7% (1)
Auto Components
0.6% (1)
Food Products
0.6% (2)
Industrial Products
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE CA

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