ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Kotak Flexicap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
47.4%High Overlap
24 common stocksRank #12722 / 20,000
Investor takeaway: At 47.4% 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 (24)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 6.17% | 6.17% |
ICICI Bank Limited Banks | 7.49% | 5.34% | 5.34% |
State Bank of India Banks | 4.06% | 5.03% | 4.06% |
Larsen & Toubro Limited Construction | 3.98% | 3.99% | 3.98% |
Axis Bank Limited Banks | 4.24% | 3.89% | 3.89% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.88% | 2.88% |
Reliance Industries Limited Petroleum Products | 4.77% | 2.45% | 2.45% |
Infosys Limited IT - Software | 4.32% | 2.42% | 2.42% |
Eternal Limited Retailing | 1.83% | 2.77% | 1.83% |
Maruti Suzuki India Limited Automobiles | 1.82% | 2.09% | 1.82% |
Bajaj Finance Limited Finance | 1.50% | 1.82% | 1.50% |
Kotak Mahindra Bank Limited Banks | 3.76% | 1.35% | 1.35% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 3.07% | 1.25% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 1.22% | 1.22% |
NTPC Limited Power | 2.20% | 1.21% | 1.21% |
Tech Mahindra Limited IT - Software | 0.96% | 1.12% | 0.96% |
HCL Technologies Limited IT - Software | 1.47% | 0.95% | 0.95% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 1.07% | 0.84% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.83% | 0.83% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.21% | 0.65% |
Shriram Finance Ltd Finance | 0.72% | 0.57% | 0.57% |
Godrej Consumer Products Limited Personal Products | 1.52% | 0.54% | 0.54% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 1.29% | 0.51% |
Swiggy Ltd Retailing | 0.74% | 0.20% | 0.20% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- Mahindra & Mahindra Limited3.42%
Unique to Kotak Flexicap
- Bharat Electronics Ltd.6.14%
- Jindal Steel & Power Ltd4.16%
- SRF LTD.2.82%
Sector Overlap Breakdown
Banks20.8% (5)
IT - Software5.0% (4)
Construction4.0% (1)
Petroleum Products3.0% (2)
Telecom - Services2.9% (1)
Finance2.1% (2)
Retailing2.0% (2)
Automobiles1.8% (1)
Cement & Cement Products1.3% (1)
Non - Ferrous Metals1.2% (1)
Power1.2% (1)
Diversified FMCG0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Personal Products0.5% (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 Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.