ADITYA BIRLA SUN LIFE LARGE CAP FUND vs IB03-Groww Aggressive Hybrid Fund

ABSL vs Groww· Portfolio Overlap Analysis

48.0%High Overlap
23 common stocksRank #12243 / 20,000

Investor takeaway: At 48.0% 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 (23)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in IB03-Groww Aggressive HybridOverlap
ICICI Bank Limited
Banks
7.49%8.09%7.49%
HDFC Bank Limited
Banks
7.25%6.98%6.98%
Larsen & Toubro Limited
Construction
3.98%5.62%3.98%
State Bank of India
Banks
4.06%3.97%3.97%
Bharti Airtel Limited
Telecom - Services
3.52%3.69%3.52%
Reliance Industries Limited
Petroleum Products
4.77%2.81%2.81%
Infosys Limited
IT - Software
4.32%2.26%2.26%
Mahindra & Mahindra Limited
Automobiles
3.42%2.05%2.05%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%3.02%1.76%
Bajaj Finance Limited
Finance
1.50%2.85%1.50%
NTPC Limited
Power
2.20%1.41%1.41%
Kotak Mahindra Bank Limited
Banks
3.76%1.38%1.38%
UltraTech Cement Limited
Cement & Cement Products
1.25%1.74%1.25%
Axis Bank Limited
Banks
4.24%1.09%1.09%
Maruti Suzuki India Limited
Automobiles
1.82%1.08%1.08%
Bajaj Auto Limited
Automobiles
1.36%0.99%0.99%
Eternal Limited
Retailing
1.83%0.96%0.96%
Avenue Supermarts Limited
Retailing
0.98%0.75%0.75%
Shriram Finance Ltd
Finance
0.72%0.77%0.72%
Samvardhana Motherson International Limited
Auto Components
0.66%2.06%0.66%
Cummins India Limited
Industrial Products
0.62%2.60%0.62%
Persistent Systems Limited
IT - Software
1.14%0.38%0.38%
Swiggy Ltd
Retailing
0.74%0.37%0.37%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to IB03-Groww Aggressive Hybrid

  • Max Financial Services Limited2.93%

Sector Overlap Breakdown

Banks
20.9% (5)
Automobiles
4.1% (3)
Construction
4.0% (1)
Telecom - Services
3.5% (1)
Petroleum Products
2.8% (1)
IT - Software
2.6% (2)
Finance
2.2% (2)
Retailing
2.1% (3)
Pharmaceuticals & Biotechnology
1.8% (1)
Power
1.4% (1)
Cement & Cement Products
1.3% (1)
Auto Components
0.7% (1)
Industrial Products
0.6% (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.