ADITYA BIRLA SUN LIFE LARGE CAP FUND vs TATA FOCUSED FUND
ABSL vs Tata· Portfolio Overlap Analysis
43.9%High Overlap
15 common stocksRank #17629 / 20,000
Investor takeaway: At 43.9% 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 (15)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in TATA FOCUSED | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.25% | 7.50% | 7.25% |
ICICI Bank Limited Banks | 7.49% | 6.44% | 6.44% |
Reliance Industries Limited Petroleum Products | 4.77% | 4.95% | 4.77% |
Axis Bank Limited Banks | 4.24% | 5.54% | 4.24% |
Larsen & Toubro Limited Construction | 3.98% | 4.03% | 3.98% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 3.30% | 3.30% |
Infosys Limited IT - Software | 4.32% | 3.15% | 3.15% |
NTPC Limited Power | 2.20% | 4.59% | 2.20% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.08% | 2.08% |
SBI Life Insurance Company Limited Insurance | 1.87% | 3.68% | 1.87% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.76% | 3.62% | 1.76% |
UltraTech Cement Limited Cement & Cement Products | 1.25% | 3.93% | 1.25% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 3.02% | 0.67% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 3.51% | 0.66% |
Adani Power Limited Power | 0.31% | 1.40% | 0.31% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
- State Bank of India4.06%
- Kotak Mahindra Bank Limited3.76%
Unique to TATA FOCUSED
- METROPOLIS HEALTHCARE LTD.3.82%
- AMBUJA CEMENTS LTD.3.74%
Sector Overlap Breakdown
Banks17.9% (3)
Petroleum Products4.8% (1)
Construction4.0% (1)
Automobiles3.3% (1)
IT - Software3.1% (1)
Insurance2.5% (2)
Power2.5% (2)
Telecom - Services2.1% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Cement & Cement Products1.3% (1)
Auto Components0.7% (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 FOCUSED
- vs ICICI Prudential Large Cap46.7% · 14 stocks
- vs ICICI Prudential ELSS Tax Save45.9% · 16 stocks
- vs ADITYA BIRLA SUN LIFE FOCUSED45.2% · 13 stocks
- vs Kotak Large Cap44.2% · 14 stocks
- vs Bajaj Finserv Large Cap44.1% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.