ADITYA BIRLA SUN LIFE LARGE & MID CAP FUND vs Nippon India Vision Large & Mid Cap Fund

ABSL vs Nippon· Portfolio Overlap Analysis

43.3%High Overlap
39 common stocksRank #18468 / 20,000

Investor takeaway: At 43.3% 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 (39)

StockWt% in ADITYA BIRLA SUN LIFE LARGE & Wt% in Nippon India Vision Large & MiOverlap
ICICI Bank Limited
Banks
4.71%4.55%4.55%
State Bank of India
Banks
4.30%2.60%2.60%
Jindal Steel & Power Limited
Ferrous Metals
2.53%3.04%2.53%
Astral Limited
Industrial Products
2.46%2.04%2.04%
TVS Motor Company Limited
Automobiles
1.87%2.20%1.87%
Samvardhana Motherson International Limited
Auto Components
2.10%1.57%1.57%
Mahindra & Mahindra Limited
Automobiles
1.63%1.47%1.47%
KEI Industries Limited
Industrial Products
2.34%1.46%1.46%
Titan Company Limited
Consumer Durables
1.65%1.44%1.44%
Varun Beverages Limited
Beverages
1.71%1.30%1.30%
Axis Bank Limited
Banks
1.30%2.98%1.30%
Bajaj Finance Limited
Finance
1.93%1.28%1.28%
AU Small Finance Bank Limited
Banks
3.18%1.25%1.25%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.60%1.24%1.24%
JK Cement Limited
Cement & Cement Products
3.00%1.22%1.22%
One 97 Communications Limited
Financial Technology (Fintech)
1.19%1.26%1.19%
Vedanta Limited
Diversified Metals
1.18%2.58%1.18%
Infosys Limited
IT - Software
2.06%1.15%1.15%
Fortis Healthcare Limited
Healthcare Services
1.38%1.10%1.10%
Larsen & Toubro Limited
Construction
1.35%1.04%1.04%
InterGlobe Aviation Limited
Transport Services
0.95%1.53%0.95%
Blue Star Limited
Consumer Durables
0.91%2.08%0.91%
Eternal Limited
Retailing
1.28%0.88%0.88%
K.P.R. Mill Limited
Textiles & Apparels
1.28%0.83%0.83%
Minda Industries Ltd
Auto Components
2.04%0.82%0.82%
Reliance Industries Limited
Petroleum Products
0.76%4.00%0.76%
Trent Limited
Retailing
1.04%0.72%0.72%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.69%0.95%0.69%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.67%1.04%0.67%
Coforge Limited
IT - Software
1.06%0.61%0.61%
Hindustan Aeronautics Limited
Aerospace & Defense
1.34%0.56%0.56%
NTPC Green Energy Ltd
Power
0.56%0.56%0.56%
Bharti Airtel Limited
Telecom - Services
1.19%0.54%0.54%
Bharat Electronics Limited
Aerospace & Defense
2.07%0.27%0.27%
REC Limited
Finance
1.14%0.20%0.20%
ICICI Lombard General Insurance Company Limited
Insurance
1.41%0.16%0.16%
MphasiS Limited
IT - Software
0.44%0.16%0.16%
Max Healthcare Institute Limited
Healthcare Services
0.66%0.14%0.14%
Tata Motors Limited
Agricultural Commercial & Construction Vehicles
0.09%0.29%0.09%

Unique to ADITYA BIRLA SUN LIFE LARGE &

  • APL Apollo Tubes Limited2.97%
  • Max Financial Services Limited2.75%

Unique to Nippon India Vision Large & Mi

  • HDFC Bank Limited3.25%
  • NTPC Limited2.08%

Sector Overlap Breakdown

Banks
9.7% (4)
Industrial Products
3.5% (2)
Automobiles
3.3% (2)
Ferrous Metals
2.5% (1)
Healthcare Services
2.5% (3)
Auto Components
2.4% (2)
Consumer Durables
2.4% (2)
IT - Software
1.9% (3)
Retailing
1.6% (2)
Finance
1.5% (2)
Petroleum Products
1.4% (2)
Beverages
1.3% (1)
Cement & Cement Products
1.2% (1)
Financial Technology (Fintech)
1.2% (1)
Diversified Metals
1.2% (1)
Construction
1.0% (1)
Transport Services
0.9% (1)
Textiles & Apparels
0.8% (1)
Aerospace & Defense
0.8% (2)
Electrical Equipment
0.7% (1)
Power
0.6% (1)
Telecom - Services
0.5% (1)
Insurance
0.2% (1)
Agricultural Commercial & Construction Vehicles
0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE LARGE &

More comparisons for Nippon India Vision Large & Mi

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.