ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Nippon India Aggressive Hybrid Fund

ABSL vs Nippon· Portfolio Overlap Analysis

46.0%High Overlap

35 common stocksRank #14537 / 20,000

Investor takeaway: At 46.0% 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 (35)

Stock	Wt% in ADITYA BIRLA SUN LIFE LARGE CA	Wt% in Nippon India Aggressive Hybrid	Overlap
HDFC Bank Limited Banks	7.25%	5.17%	5.17%
Larsen & Toubro Limited Construction	3.98%	3.74%	3.74%
ICICI Bank Limited Banks	7.49%	3.55%	3.55%
Axis Bank Limited Banks	4.24%	3.18%	3.18%
State Bank of India Banks	4.06%	2.99%	2.99%
Bharti Airtel Limited Telecom - Services	3.52%	2.94%	2.94%
Reliance Industries Limited Petroleum Products	4.77%	2.77%	2.77%
NTPC Limited Power	2.20%	2.63%	2.20%
Infosys Limited IT - Software	4.32%	2.15%	2.15%
Mahindra & Mahindra Limited Automobiles	3.42%	1.96%	1.96%
SBI Life Insurance Company Limited Insurance	1.87%	1.50%	1.50%
Bajaj Finance Limited Finance	1.50%	1.61%	1.50%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.76%	1.37%	1.37%
Eternal Limited Retailing	1.83%	0.97%	0.97%
HCL Technologies Limited IT - Software	1.47%	0.91%	0.91%
Hindustan Unilever Limited Diversified FMCG	0.84%	1.27%	0.84%
Kotak Mahindra Bank Limited Banks	3.76%	0.77%	0.77%
Apollo Hospitals Enterprise Limited Healthcare Services	1.21%	0.77%	0.77%
Swiggy Ltd Retailing	0.74%	0.89%	0.74%
United Spirits Limited Beverages	0.92%	0.73%	0.73%
Samvardhana Motherson International Limited Auto Components	0.66%	1.13%	0.66%
Tech Mahindra Limited IT - Software	0.96%	0.50%	0.50%
TVS Motor Company Limited Automobiles	0.45%	1.58%	0.45%
Hindustan Aeronautics Limited Aerospace & Defense	0.43%	0.89%	0.43%
ICICI Lombard General Insurance Company Limited Insurance	0.60%	0.39%	0.39%
Avenue Supermarts Limited Retailing	0.98%	0.38%	0.38%
Whirlpool of India Limited Consumer Durables	0.48%	0.35%	0.35%
Delhivery Ltd Transport Services	0.33%	0.35%	0.33%
ITC Limited Diversified FMCG	1.14%	0.31%	0.31%
Varun Beverages Limited Beverages	0.30%	0.56%	0.30%
Crompton Greaves Consumer Electricals Limited Consumer Durables	0.84%	0.29%	0.29%
Info Edge (India) Limited Retailing	0.29%	0.34%	0.29%
Trent Limited Retailing	0.87%	0.28%	0.28%
Bharat Petroleum Corporation Limited Petroleum Products	0.51%	0.28%	0.28%
Kwality Wall's India Ltd Food Products	0.01%	0.01%	0.01%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.7% (5)

Construction

3.7% (1)

IT - Software

3.6% (3)

Petroleum Products

3.0% (2)

Telecom - Services

2.9% (1)

Retailing

2.7% (5)

Automobiles

2.4% (2)

Power

2.2% (1)

Insurance

1.9% (2)

Finance

1.5% (1)

Pharmaceuticals & Biotechnology

1.4% (1)

Diversified FMCG

1.1% (2)

Beverages

1.0% (2)

Healthcare Services

0.8% (1)

Auto Components

0.7% (1)

Consumer Durables

0.6% (2)

Aerospace & Defense

0.4% (1)

Transport Services

0.3% (1)

Food Products

0.0% (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 Nippon India Aggressive Hybrid

vs Nippon India Flexi Cap53.3% · 54 stocks
vs NIPPON INDIA RETIREMENT FUND -47.8% · 35 stocks
vs NIPPON INDIA LARGE CAP47.5% · 35 stocks
vs NIPPON INDIA BALANCED ADVANTAG46.8% · 43 stocks
vs SBI BSE 100 ETF46.1% · 39 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.