ADITYA BIRLA SUN LIFE LARGE CAP FUND vs NIPPON INDIA QUANT FUND

ABSL vs Nippon· Portfolio Overlap Analysis

50.8%High Overlap
20 common stocksRank #9301 / 20,000

Investor takeaway: At 50.8% 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 (20)

StockWt% in ADITYA BIRLA SUN LIFE LARGE CAWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Limited
Banks
7.49%7.35%7.35%
HDFC Bank Limited
Banks
7.25%5.92%5.92%
Reliance Industries Limited
Petroleum Products
4.77%5.95%4.77%
State Bank of India
Banks
4.06%6.09%4.06%
Larsen & Toubro Limited
Construction
3.98%5.51%3.98%
Infosys Limited
IT - Software
4.32%3.71%3.71%
Bharti Airtel Limited
Telecom - Services
3.52%3.68%3.52%
Mahindra & Mahindra Limited
Automobiles
3.42%3.32%3.32%
NTPC Limited
Power
2.20%2.72%2.20%
Maruti Suzuki India Limited
Automobiles
1.82%2.03%1.82%
SBI Life Insurance Company Limited
Insurance
1.87%1.81%1.81%
Bajaj Finance Limited
Finance
1.50%2.12%1.50%
Bajaj Auto Limited
Automobiles
1.36%1.88%1.36%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.21%2.43%1.21%
Tech Mahindra Limited
IT - Software
0.96%2.17%0.96%
Vedanta Limited
Diversified Metals
0.87%2.43%0.87%
Shriram Finance Ltd
Finance
0.72%2.21%0.72%
Cummins India Limited
Industrial Products
0.62%2.18%0.62%
Britannia Industries Limited
Food Products
0.61%1.81%0.61%
TVS Motor Company Limited
Automobiles
0.45%2.58%0.45%

Unique to ADITYA BIRLA SUN LIFE LARGE CA

  • Axis Bank Limited4.24%
  • Kotak Mahindra Bank Limited3.76%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%

Sector Overlap Breakdown

Banks
17.3% (3)
Automobiles
7.0% (4)
Petroleum Products
4.8% (1)
IT - Software
4.7% (2)
Construction
4.0% (1)
Telecom - Services
3.5% (1)
Finance
2.2% (2)
Power
2.2% (1)
Insurance
1.8% (1)
Healthcare Services
1.2% (1)
Diversified Metals
0.9% (1)
Industrial Products
0.6% (1)
Food Products
0.6% (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.