ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Kotak Dividend Yield Fund
ABSL vs Kotak· Portfolio Overlap Analysis
49.8%High Overlap
25 common stocksRank #10439 / 20,000
Investor takeaway: At 49.8% 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 Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 6.31% | 6.31% |
ICICI Bank Limited Banks | 7.49% | 5.42% | 5.42% |
State Bank of India Banks | 4.06% | 3.88% | 3.88% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.46% | 3.46% |
Reliance Industries Limited Petroleum Products | 4.77% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 3.98% | 3.02% | 3.02% |
Axis Bank Limited Banks | 4.24% | 2.52% | 2.52% |
NTPC Limited Power | 2.20% | 2.90% | 2.20% |
Infosys Limited IT - Software | 4.32% | 1.96% | 1.96% |
Maruti Suzuki India Limited Automobiles | 1.82% | 2.53% | 1.82% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.04% | 1.76% |
Bajaj Finance Limited Finance | 1.50% | 1.48% | 1.48% |
Titan Company Limited Consumer Durables | 1.48% | 1.96% | 1.48% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 1.27% | 1.27% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.40% | 1.25% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.09% | 1.21% |
Persistent Systems Limited IT - Software | 1.14% | 1.28% | 1.14% |
Cholamandalam Investment and Finance Company Limited Finance | 1.05% | 1.96% | 1.05% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 0.96% | 0.96% |
Tech Mahindra Limited IT - Software | 0.96% | 1.28% | 0.96% |
United Spirits Limited Beverages | 0.92% | 1.44% | 0.92% |
Shriram Finance Ltd Finance | 0.72% | 2.00% | 0.72% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.88% | 0.65% |
Britannia Industries Limited Food Products | 0.61% | 2.09% | 0.61% |
TVS Motor Company Limited Automobiles | 0.45% | 2.27% | 0.45% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Kotak Mahindra Bank Limited3.76%
Unique to Kotak Dividend Yield
- Max Healthcare Institute Ltd.2.54%
Sector Overlap Breakdown
Banks18.1% (4)
IT - Software4.7% (4)
Automobiles3.5% (3)
Telecom - Services3.5% (1)
Petroleum Products3.3% (1)
Finance3.3% (3)
Construction3.0% (1)
Power2.2% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Consumer Durables1.5% (1)
Cement & Cement Products1.3% (1)
Healthcare Services1.2% (1)
Non - Ferrous Metals1.0% (1)
Beverages0.9% (1)
Food Products0.6% (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 Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.