ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Invesco India Largecap Fund

ABSL vs Invesco· Portfolio Overlap Analysis

43.9%High Overlap
23 common stocksRank #17619 / 20,000

Investor takeaway: At 43.9% 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 Invesco India LargecapOverlap
ICICI Bank Limited
Banks
7.49%7.86%7.49%
HDFC Bank Limited
Banks
7.25%7.22%7.22%
Infosys Limited
IT - Software
4.32%4.68%4.32%
Larsen & Toubro Limited
Construction
3.98%4.36%3.98%
Bharti Airtel Limited
Telecom - Services
3.52%3.54%3.52%
Axis Bank Limited
Banks
4.24%2.27%2.27%
Eternal Limited
Retailing
1.83%3.07%1.83%
Mahindra & Mahindra Limited
Automobiles
3.42%1.56%1.56%
Bajaj Finance Limited
Finance
1.50%3.93%1.50%
Titan Company Limited
Consumer Durables
1.48%2.55%1.48%
UltraTech Cement Limited
Cement & Cement Products
1.25%2.28%1.25%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%1.12%1.12%
Cholamandalam Investment and Finance Company Limited
Finance
1.05%2.27%1.05%
Hindalco Industries Limited
Non - Ferrous Metals
1.55%0.98%0.98%
Tech Mahindra Limited
IT - Software
0.96%2.51%0.96%
Shriram Finance Ltd
Finance
0.72%1.09%0.72%
Samvardhana Motherson International Limited
Auto Components
0.66%1.18%0.66%
DLF Limited
Realty
0.64%0.71%0.64%
Trent Limited
Retailing
0.87%0.49%0.49%
Hindustan Aeronautics Limited
Aerospace & Defense
0.43%0.98%0.43%
Delhivery Ltd
Transport Services
0.33%0.76%0.33%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.13%1.75%0.13%
Kwality Wall's India Ltd
Food Products
0.01%0.03%0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Reliance Industries Limited4.77%
  • State Bank of India4.06%
  • Kotak Mahindra Bank Limited3.76%

Unique to Invesco India Largecap

  • ICICI Prudential Asset Management Company Limited5.88%
  • InterGlobe Aviation Limited3.22%
  • Torrent Pharmaceuticals Limited2.95%

Sector Overlap Breakdown

Banks
17.0% (3)
IT - Software
5.3% (2)
Construction
4.0% (1)
Telecom - Services
3.5% (1)
Finance
3.3% (3)
Retailing
2.3% (2)
Automobiles
1.6% (1)
Consumer Durables
1.5% (1)
Cement & Cement Products
1.3% (1)
Healthcare Services
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Auto Components
0.7% (1)
Realty
0.6% (1)
Aerospace & Defense
0.4% (1)
Transport Services
0.3% (1)
Electrical Equipment
0.1% (1)
Food Products
0.0% (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.