ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Mahindra Manulife Focused Fund

ABSL vs Mahindra· Portfolio Overlap Analysis

48.3%High Overlap
17 common stocksRank #11921 / 20,000

Investor takeaway: At 48.3% 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 (17)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in Mahindra Manulife FocusedOverlap
ICICI Bank Limited
Banks
7.49%8.56%7.49%
HDFC Bank Limited
Banks
7.25%4.92%4.92%
Reliance Industries Limited
Petroleum Products
4.77%5.58%4.77%
Infosys Limited
IT - Software
4.32%4.38%4.32%
State Bank of India
Banks
4.06%5.10%4.06%
Larsen & Toubro Limited
Construction
3.98%5.09%3.98%
Kotak Mahindra Bank Limited
Banks
3.76%3.32%3.32%
Axis Bank Limited
Banks
4.24%2.97%2.97%
NTPC Limited
Power
2.20%3.47%2.20%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.76%2.43%1.76%
Mahindra & Mahindra Limited
Automobiles
3.42%1.69%1.69%
Bajaj Finance Limited
Finance
1.50%3.00%1.50%
Bajaj Auto Limited
Automobiles
1.36%3.43%1.36%
ITC Limited
Diversified FMCG
1.14%2.86%1.14%
Avenue Supermarts Limited
Retailing
0.98%2.92%0.98%
Tech Mahindra Limited
IT - Software
0.96%3.06%0.96%
Trent Limited
Retailing
0.87%1.50%0.87%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Bharti Airtel Limited3.52%

Unique to Mahindra Manulife Focused

  • Indus Towers Limited4.07%
  • Grasim Industries Limited3.82%

Sector Overlap Breakdown

Banks
22.8% (5)
IT - Software
5.3% (2)
Petroleum Products
4.8% (1)
Construction
4.0% (1)
Automobiles
3.0% (2)
Power
2.2% (1)
Retailing
1.9% (2)
Pharmaceuticals & Biotechnology
1.8% (1)
Finance
1.5% (1)
Diversified FMCG
1.1% (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.