ADITYA BIRLA SUN LIFE LARGE CAP FUND vs Shriram Balanced Advantage Fund
ABSL vs Shriram· Portfolio Overlap Analysis
45.4%High Overlap
26 common stocksRank #15471 / 20,000
Investor takeaway: At 45.4% 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 (26)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in Shriram Balanced Advantage | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 6.75% | 6.75% |
Reliance Industries Limited Petroleum Products | 4.77% | 5.10% | 4.77% |
ICICI Bank Limited Banks | 7.49% | 4.07% | 4.07% |
Bharti Airtel Limited Telecom - Services | 3.52% | 3.65% | 3.52% |
State Bank of India Banks | 4.06% | 3.38% | 3.38% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.48% | 2.48% |
Infosys Limited IT - Software | 4.32% | 2.22% | 2.22% |
Axis Bank Limited Banks | 4.24% | 2.20% | 2.20% |
Kotak Mahindra Bank Limited Banks | 3.76% | 2.08% | 2.08% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.23% | 1.76% |
Bajaj Finance Limited Finance | 1.50% | 1.91% | 1.50% |
HCL Technologies Limited IT - Software | 1.47% | 2.02% | 1.47% |
Larsen & Toubro Limited Construction | 3.98% | 1.29% | 1.29% |
ITC Limited Diversified FMCG | 1.14% | 2.42% | 1.14% |
NTPC Limited Power | 2.20% | 1.05% | 1.05% |
Maruti Suzuki India Limited Automobiles | 1.82% | 0.97% | 0.97% |
Eternal Limited Retailing | 1.83% | 0.85% | 0.85% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.90% | 0.77% | 0.77% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.20% | 0.65% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.51% | 2.08% | 0.51% |
SBI Life Insurance Company Limited Insurance | 1.87% | 0.47% | 0.47% |
TVS Motor Company Limited Automobiles | 0.45% | 0.64% | 0.45% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.31% | 0.31% |
Varun Beverages Limited Beverages | 0.30% | 0.94% | 0.30% |
Swiggy Ltd Retailing | 0.74% | 0.23% | 0.23% |
Sona BLW Precision Forgings Limited Auto Components | 0.18% | 0.30% | 0.18% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to Shriram Balanced Advantage
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.5% (5)
Petroleum Products5.3% (2)
IT - Software4.3% (3)
Automobiles3.9% (3)
Telecom - Services3.5% (1)
Pharmaceuticals & Biotechnology2.5% (2)
Finance1.5% (1)
Construction1.3% (1)
Diversified FMCG1.1% (1)
Retailing1.1% (2)
Power1.1% (1)
Insurance0.8% (2)
Beverages0.3% (1)
Auto Components0.2% (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 Shriram Balanced Advantage
- vs Shriram Aggressive Hybrid57.5% · 54 stocks
- vs Shriram Multi Asset Allocation56.7% · 51 stocks
- vs Shriram Flexi Cap54.4% · 43 stocks
- vs Shriram ELSS Tax Saver54.1% · 43 stocks
- vs Axis Nifty 100 Index52.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.