ADITYA BIRLA SUN LIFE LARGE CAP FUND vs NIPPON INDIA BALANCED ADVANTAGE FUND

ABSL vs Nippon· Portfolio Overlap Analysis

46.3%High Overlap

35 common stocksRank #14189 / 20,000

Investor takeaway: At 46.3% 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 (35)

Stock	Wt% in ADITYA BIRLA SUN LIFE LARGE CA	Wt% in NIPPON INDIA BALANCED ADVANTAG	Overlap
ICICI Bank Limited Banks	7.49%	5.35%	5.35%
HDFC Bank Limited Banks	7.25%	3.91%	3.91%
State Bank of India Banks	4.06%	3.43%	3.43%
Reliance Industries Limited Petroleum Products	4.77%	2.66%	2.66%
Infosys Limited IT - Software	4.32%	2.54%	2.54%
Axis Bank Limited Banks	4.24%	2.41%	2.41%
Bharti Airtel Limited Telecom - Services	3.52%	2.33%	2.33%
Mahindra & Mahindra Limited Automobiles	3.42%	2.30%	2.30%
NTPC Limited Power	2.20%	2.27%	2.20%
Larsen & Toubro Limited Construction	3.98%	2.00%	2.00%
Bajaj Finance Limited Finance	1.50%	1.90%	1.50%
ITC Limited Diversified FMCG	1.14%	1.16%	1.14%
Godrej Consumer Products Limited Personal Products	1.52%	1.13%	1.13%
Kotak Mahindra Bank Limited Banks	3.76%	1.07%	1.07%
Eternal Limited Retailing	1.83%	1.02%	1.02%
Cholamandalam Investment and Finance Company Limited Finance	1.05%	0.96%	0.96%
Maruti Suzuki India Limited Automobiles	1.82%	0.87%	0.87%
SBI Life Insurance Company Limited Insurance	1.87%	0.84%	0.84%
Hindustan Unilever Limited Diversified FMCG	0.84%	0.90%	0.84%
Avenue Supermarts Limited Retailing	0.98%	0.79%	0.79%
Apollo Hospitals Enterprise Limited Healthcare Services	1.21%	0.69%	0.69%
HDFC Life Insurance Company Limited Insurance	0.67%	0.69%	0.67%
Samvardhana Motherson International Limited Auto Components	0.66%	1.05%	0.66%
Tech Mahindra Limited IT - Software	0.96%	0.63%	0.63%
Cummins India Limited Industrial Products	0.62%	0.66%	0.62%
Britannia Industries Limited Food Products	0.61%	0.87%	0.61%
Vedanta Limited Diversified Metals	0.87%	0.47%	0.47%
Titan Company Limited Consumer Durables	1.48%	0.46%	0.46%
TVS Motor Company Limited Automobiles	0.45%	1.10%	0.45%
Hindustan Aeronautics Limited Aerospace & Defense	0.43%	0.69%	0.43%
ICICI Lombard General Insurance Company Limited Insurance	0.60%	0.35%	0.35%
Delhivery Ltd Transport Services	0.33%	0.57%	0.33%
Varun Beverages Limited Beverages	0.30%	0.61%	0.30%
United Spirits Limited Beverages	0.92%	0.21%	0.21%
CG Power and Industrial Solutions Limited Electrical Equipment	0.13%	0.79%	0.13%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

All top holdings are shared with the other fund.

Unique to NIPPON INDIA BALANCED ADVANTAG

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

16.2% (5)

Automobiles

3.6% (3)

IT - Software

3.2% (2)

Petroleum Products

2.7% (1)

Finance

2.5% (2)

Telecom - Services

2.3% (1)

Power

2.2% (1)

Construction

2.0% (1)

Diversified FMCG

2.0% (2)

Insurance

1.9% (3)

Retailing

1.8% (2)

Personal Products

1.1% (1)

Healthcare Services

0.7% (1)

Auto Components

0.7% (1)

Industrial Products

0.6% (1)

Food Products

0.6% (1)

Beverages

0.5% (2)

Diversified Metals

0.5% (1)

Consumer Durables

0.5% (1)

Aerospace & Defense

0.4% (1)

Transport Services

0.3% (1)

Electrical Equipment

0.1% (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 BALANCED ADVANTAG

vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
vs SBI BSE 100 ETF48.8% · 47 stocks
vs Nippon India Flexi Cap48.6% · 41 stocks
vs ADITYA BIRLA SUN LIFE MSCI IND48.2% · 58 stocks
vs CANARA ROBECO FLEXICAP48.2% · 36 stocks

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