ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Kotak ESG Exclusionary Strategy Fund
ABSL vs Kotak· Portfolio Overlap Analysis
49.4%High Overlap
25 common stocksRank #10737 / 20,000
Investor takeaway: At 49.4% 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 ESG Exclusionary Strateg | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.24% | 7.24% |
ICICI Bank Limited Banks | 7.49% | 5.11% | 5.11% |
Axis Bank Limited Banks | 4.24% | 4.10% | 4.10% |
State Bank of India Banks | 4.06% | 4.01% | 4.01% |
Larsen & Toubro Limited Construction | 3.98% | 4.28% | 3.98% |
Bharti Airtel Limited Telecom - Services | 3.52% | 7.10% | 3.52% |
Infosys Limited IT - Software | 4.32% | 3.21% | 3.21% |
Eternal Limited Retailing | 1.83% | 4.26% | 1.83% |
Godrej Consumer Products Limited Personal Products | 1.52% | 1.67% | 1.52% |
Bajaj Finance Limited Finance | 1.50% | 4.06% | 1.50% |
Kotak Mahindra Bank Limited Banks | 3.76% | 1.28% | 1.28% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 3.76% | 1.25% |
HCL Technologies Limited IT - Software | 1.47% | 1.20% | 1.20% |
Reliance Industries Limited Petroleum Products | 4.77% | 1.12% | 1.12% |
Avenue Supermarts Limited Retailing | 0.98% | 1.28% | 0.98% |
Tech Mahindra Limited IT - Software | 0.96% | 3.02% | 0.96% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 0.92% | 0.92% |
Maruti Suzuki India Limited Automobiles | 1.82% | 0.92% | 0.92% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 1.16% | 0.84% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.73% | 0.73% |
Shriram Finance Ltd Finance | 0.72% | 3.60% | 0.72% |
NTPC Limited Power | 2.20% | 0.71% | 0.71% |
Tata Consultancy Services Limited IT - Software | 0.65% | 2.15% | 0.65% |
Britannia Industries Limited Food Products | 0.61% | 1.63% | 0.61% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 1.43% | 0.51% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Kotak ESG Exclusionary Strateg
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.7% (5)
IT - Software6.0% (4)
Construction4.0% (1)
Telecom - Services3.5% (1)
Retailing2.8% (2)
Finance2.2% (2)
Automobiles1.8% (2)
Petroleum Products1.6% (2)
Personal Products1.5% (1)
Cement & Cement Products1.3% (1)
Diversified FMCG0.8% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Power0.7% (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 ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.