ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Kotak Large Cap Fund
ABSL vs Kotak· Portfolio Overlap Analysis
64.3%High Overlap
33 common stocksRank #3922 / 5,000
Investor takeaway: These funds overlap 64.3%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (33)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.49% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 7.25% | 7.01% | 7.01% |
Reliance Industries Limited Petroleum Products | 4.77% | 6.39% | 4.77% |
State Bank of India Banks | 4.06% | 4.83% | 4.06% |
Larsen & Toubro Limited Construction | 3.98% | 4.22% | 3.98% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.78% | 3.52% |
Axis Bank Limited Banks | 4.24% | 3.35% | 3.35% |
Infosys Limited IT - Software | 4.32% | 3.32% | 3.32% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.90% | 2.90% |
NTPC Limited Power | 2.20% | 2.89% | 2.20% |
Maruti Suzuki India Limited Automobiles | 1.82% | 2.41% | 1.82% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.59% | 1.76% |
Kotak Mahindra Bank Limited Banks | 3.76% | 1.55% | 1.55% |
Bajaj Finance Limited Finance | 1.50% | 3.14% | 1.50% |
Eternal Limited Retailing | 1.83% | 1.38% | 1.38% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 2.22% | 1.25% |
Godrej Consumer Products Limited Personal Products | 1.52% | 1.21% | 1.21% |
ITC Limited Diversified FMCG | 1.14% | 2.05% | 1.14% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 1.02% | 1.02% |
Tech Mahindra Limited IT - Software | 0.96% | 1.04% | 0.96% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 0.93% | 0.93% |
United Spirits Limited Beverages | 0.92% | 1.15% | 0.92% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 0.97% | 0.84% |
Shriram Finance Ltd Finance | 0.72% | 1.98% | 0.72% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.82% | 0.67% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 0.91% | 0.66% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.68% | 0.65% |
Cummins India Limited Industrial Products | 0.62% | 1.07% | 0.62% |
Britannia Industries Limited Food Products | 0.61% | 0.77% | 0.61% |
Persistent Systems Limited IT - Software | 1.14% | 0.55% | 0.55% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 1.49% | 0.51% |
Swiggy Ltd Retailing | 0.74% | 0.38% | 0.38% |
Lenskart Solutions Ltd Retailing | 0.22% | 0.29% | 0.22% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.3% (5)
IT - Software5.5% (4)
Petroleum Products5.3% (2)
Automobiles4.7% (2)
Construction4.0% (1)
Telecom - Services3.5% (1)
Finance2.2% (2)
Power2.2% (1)
Retailing2.0% (3)
Diversified FMCG2.0% (2)
Pharmaceuticals & Biotechnology1.8% (1)
Cement & Cement Products1.3% (1)
Personal Products1.2% (1)
Non - Ferrous Metals1.0% (1)
Healthcare Services0.9% (1)
Beverages0.9% (1)
Insurance0.7% (1)
Auto Components0.7% (1)
Industrial Products0.6% (1)
Food Products0.6% (1)
More comparisons for ADITYA BIRLA SUN LIFE LARGE CA
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More comparisons for Kotak Large Cap
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- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.