ADITYA BIRLA SUN LIFE LARGE CAP FUND vs HDFC Retirement Savings Fund - Hybrid-Equity Plan
ABSL vs HDFC· Portfolio Overlap Analysis
44.2%High Overlap
25 common stocksRank #17248 / 20,000
Investor takeaway: At 44.2% 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 (25)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 6.25% | 6.25% |
ICICI Bank Limited Banks | 7.49% | 5.66% | 5.66% |
State Bank of India Banks | 4.06% | 3.53% | 3.53% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.27% | 3.27% |
Axis Bank Limited Banks | 4.24% | 3.25% | 3.25% |
Kotak Mahindra Bank Limited Banks | 3.76% | 2.68% | 2.68% |
Infosys Limited IT - Software | 4.32% | 2.29% | 2.29% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.21% | 2.21% |
Larsen & Toubro Limited Construction | 3.98% | 1.88% | 1.88% |
Maruti Suzuki India Limited Automobiles | 1.82% | 2.62% | 1.82% |
HCL Technologies Limited IT - Software | 1.47% | 1.63% | 1.47% |
Bajaj Auto Limited Automobiles | 1.36% | 1.46% | 1.36% |
ITC Limited Diversified FMCG | 1.14% | 1.29% | 1.14% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.90% | 0.90% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.79% | 0.79% |
NTPC Limited Power | 2.20% | 0.78% | 0.78% |
United Spirits Limited Beverages | 0.92% | 0.73% | 0.73% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.84% | 0.67% |
Tata Consultancy Services Limited IT - Software | 0.65% | 2.32% | 0.65% |
ICICI Lombard General Insurance Company Limited Insurance | 0.60% | 1.12% | 0.60% |
Godrej Consumer Products Limited Personal Products | 1.52% | 0.57% | 0.57% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.84% | 0.53% | 0.53% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 0.44% | 0.61% | 0.44% |
Bayer Cropscience Limited Fertilizers & Agrochemicals | 0.54% | 0.41% | 0.41% |
Delhivery Ltd Transport Services | 0.33% | 0.51% | 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
Banks21.4% (5)
IT - Software4.4% (3)
Petroleum Products3.3% (1)
Automobiles3.2% (2)
Telecom - Services2.2% (1)
Insurance2.2% (3)
Construction1.9% (1)
Pharmaceuticals & Biotechnology1.2% (2)
Diversified FMCG1.1% (1)
Power0.8% (1)
Beverages0.7% (1)
Personal Products0.6% (1)
Consumer Durables0.5% (1)
Fertilizers & Agrochemicals0.4% (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 saver48.0% · 30 stocks
- vs HDFC Hybrid Equity47.0% · 32 stocks
- vs HDFC Dividend Yield44.1% · 34 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5043.8% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.