ADITYA BIRLA SUN LIFE LARGE CAP FUND vs TATA FLEXI CAP FUND
ABSL vs Tata· Portfolio Overlap Analysis
45.4%High Overlap
27 common stocksRank #15390 / 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 (27)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in TATA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 5.96% | 5.96% |
ICICI Bank Limited Banks | 7.49% | 5.15% | 5.15% |
Reliance Industries Limited Petroleum Products | 4.77% | 4.29% | 4.29% |
Axis Bank Limited Banks | 4.24% | 3.36% | 3.36% |
Larsen & Toubro Limited Construction | 3.98% | 3.26% | 3.26% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.64% | 2.64% |
NTPC Limited Power | 2.20% | 2.52% | 2.20% |
Maruti Suzuki India Limited Automobiles | 1.82% | 2.63% | 1.82% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 2.33% | 1.76% |
Infosys Limited IT - Software | 4.32% | 1.71% | 1.71% |
Godrej Consumer Products Limited Personal Products | 1.52% | 1.71% | 1.52% |
SBI Life Insurance Company Limited Insurance | 1.87% | 1.27% | 1.27% |
ITC Limited Diversified FMCG | 1.14% | 1.86% | 1.14% |
Kotak Mahindra Bank Limited Banks | 3.76% | 1.12% | 1.12% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 1.07% | 1.07% |
Tech Mahindra Limited IT - Software | 0.96% | 0.95% | 0.95% |
Bajaj Finserv Limited Finance | 0.93% | 1.72% | 0.93% |
PNB Housing Finance Limited Finance | 0.83% | 1.34% | 0.83% |
Akzo Nobel India Limited Consumer Durables | 0.72% | 0.99% | 0.72% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 1.69% | 0.67% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 1.50% | 0.66% |
Tata Consultancy Services Limited IT - Software | 0.65% | 1.68% | 0.65% |
Britannia Industries Limited Food Products | 0.61% | 1.82% | 0.61% |
PI Industries Litmited Fertilizers & Agrochemicals | 0.44% | 0.46% | 0.44% |
Sobha Limited Realty | 0.28% | 1.21% | 0.28% |
Dabur India Limited Personal Products | 0.25% | 1.52% | 0.25% |
Sona BLW Precision Forgings Limited Auto Components | 0.18% | 1.55% | 0.18% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- State Bank of India4.06%
- Mahindra & Mahindra Limited3.42%
Unique to TATA FLEXI CAP
- AMBUJA CEMENTS LTD.2.55%
Sector Overlap Breakdown
Banks15.6% (4)
Petroleum Products4.3% (1)
IT - Software3.3% (3)
Construction3.3% (1)
Telecom - Services2.6% (1)
Power2.2% (1)
Insurance1.9% (2)
Automobiles1.8% (1)
Personal Products1.8% (2)
Pharmaceuticals & Biotechnology1.8% (1)
Finance1.8% (2)
Diversified FMCG1.1% (1)
Healthcare Services1.1% (1)
Auto Components0.8% (2)
Consumer Durables0.7% (1)
Food Products0.6% (1)
Fertilizers & Agrochemicals0.4% (1)
Realty0.3% (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 TATA FLEXI CAP
- vs Mirae Asset Large Cap48.1% · 27 stocks
- vs Kotak Large Cap46.4% · 23 stocks
- vs ICICI Prudential Equity Minimu46.1% · 23 stocks
- vs ICICI Prudential Dividend Yiel44.8% · 26 stocks
- vs HDFC Dividend Yield44.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.