ADITYA BIRLA SUN LIFE LARGE CAP FUND vs TATA LARGE CAP FUND
ABSL vs Tata· Portfolio Overlap Analysis
52.4%High Overlap
21 common stocksRank #7889 / 20,000
Investor takeaway: At 52.4% 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 (21)
| Stock | Wt% in ADITYA BIRLA SUN LIFE LARGE CA | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.49% | 9.12% | 7.49% |
HDFC Bank Limited Banks | 7.25% | 8.20% | 7.25% |
Reliance Industries Limited Petroleum Products | 4.77% | 5.26% | 4.77% |
Axis Bank Limited Banks | 4.24% | 4.08% | 4.08% |
Kotak Mahindra Bank Limited Banks | 3.76% | 3.72% | 3.72% |
Larsen & Toubro Limited Construction | 3.98% | 3.58% | 3.58% |
Infosys Limited IT - Software | 4.32% | 3.54% | 3.54% |
State Bank of India Banks | 4.06% | 3.54% | 3.54% |
Mahindra & Mahindra Limited Automobiles | 3.42% | 2.89% | 2.89% |
Bharti Airtel Limited Telecom - Services | 3.52% | 2.19% | 2.19% |
NTPC Limited Power | 2.20% | 1.79% | 1.79% |
Bajaj Finance Limited Finance | 1.50% | 3.04% | 1.50% |
Hindalco Industries Limited Non - Ferrous Metals | 1.55% | 1.00% | 1.00% |
Tech Mahindra Limited IT - Software | 0.96% | 1.85% | 0.96% |
Hindustan Unilever Limited Diversified FMCG | 0.84% | 2.64% | 0.84% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 1.93% | 0.67% |
Samvardhana Motherson International Limited Auto Components | 0.66% | 2.32% | 0.66% |
Tata Consultancy Services Limited IT - Software | 0.65% | 2.86% | 0.65% |
Britannia Industries Limited Food Products | 0.61% | 1.07% | 0.61% |
Whirlpool of India Limited Consumer Durables | 0.48% | 1.11% | 0.48% |
Honeywell Automation India Limited Industrial Manufacturing | 0.22% | 0.50% | 0.22% |
Unique to ADITYA BIRLA SUN LIFE LARGE CA
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.1% (5)
IT - Software5.2% (3)
Petroleum Products4.8% (1)
Construction3.6% (1)
Automobiles2.9% (1)
Telecom - Services2.2% (1)
Power1.8% (1)
Finance1.5% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG0.8% (1)
Insurance0.7% (1)
Auto Components0.7% (1)
Food Products0.6% (1)
Consumer Durables0.5% (1)
Industrial Manufacturing0.2% (1)
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More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
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- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.