ADITYA BIRLA SUN LIFE LARGE CAP FUND vs HDFC Retirement Savings Fund - Equity Plan
ABSL vs HDFC· Portfolio Overlap Analysis
50.5%High Overlap
24 common stocksRank #9474 / 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 (24)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.62% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 6.31% | 6.31% |
Axis Bank Limited Banks | 4.24% | 4.75% | 4.24% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.99% | 3.99% |
State Bank of India Banks | 4.06% | 3.44% | 3.44% |
Kotak Mahindra Bank Limited Banks | 3.76% | 3.39% | 3.39% |
Infosys Limited IT - Software | 4.32% | 2.98% | 2.98% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.69% | 2.69% |
Larsen & Toubro Limited Construction | 3.98% | 2.45% | 2.45% |
Maruti Suzuki India Limited Automobiles | 1.82% | 3.19% | 1.82% |
HCL Technologies Limited IT - Software | 1.47% | 1.99% | 1.47% |
NTPC Limited Power | 2.20% | 1.37% | 1.37% |
Bajaj Auto Limited Automobiles | 1.36% | 1.93% | 1.36% |
ITC Limited Diversified FMCG | 1.14% | 1.48% | 1.14% |
United Spirits Limited Beverages | 0.92% | 0.99% | 0.92% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.96% | 0.90% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 0.84% | 0.84% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 1.13% | 0.67% |
Tata Consultancy Services Limited IT - Software | 0.65% | 2.64% | 0.65% |
Godrej Consumer Products Limited Personal Products | 1.52% | 0.64% | 0.64% |
Akzo Nobel India Limited Consumer Durables | 0.72% | 0.63% | 0.63% |
ICICI Lombard General Insurance Company Limited Insurance | 0.60% | 1.36% | 0.60% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 0.44% | 0.91% | 0.44% |
Delhivery Ltd Transport Services | 0.33% | 0.99% | 0.33% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Mahindra & Mahindra Limited3.42%
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks24.6% (5)
IT - Software5.1% (3)
Petroleum Products4.0% (1)
Automobiles3.2% (2)
Telecom - Services2.7% (1)
Construction2.5% (1)
Power1.4% (1)
Pharmaceuticals & Biotechnology1.3% (2)
Insurance1.3% (2)
Diversified FMCG1.1% (1)
Beverages0.9% (1)
Healthcare Services0.8% (1)
Personal Products0.6% (1)
Consumer Durables0.6% (1)
Transport Services0.3% (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 HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.