ADITYA BIRLA SUN LIFE MSCI INDIA ETF vs Mahindra Manulife Aggressive Hybrid Fund

ABSL vs Mahindra· Portfolio Overlap Analysis

50.5%High Overlap

52 common stocksRank #9519 / 20,000

Investor takeaway: At 50.5% 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 (52)

Stock	Wt% in ADITYA BIRLA SUN LIFE MSCI IND	Wt% in Mahindra Manulife Aggressive H	Overlap
HDFC Bank Limited Banks	7.37%	5.78%	5.78%
ICICI Bank Limited Banks	5.32%	5.76%	5.32%
Reliance Industries Limited Petroleum Products	6.19%	4.19%	4.19%
Infosys Limited IT - Software	3.07%	2.93%	2.93%
Axis Bank Limited Banks	2.32%	2.68%	2.32%
Larsen & Toubro Limited Construction	2.10%	1.98%	1.98%
Tata Consultancy Services Limited IT - Software	1.74%	2.10%	1.74%
State Bank of India Banks	1.62%	2.20%	1.62%
Mahindra & Mahindra Limited Automobiles	2.31%	1.58%	1.58%
Bharti Airtel Limited Telecom - Services	3.51%	1.56%	1.56%
Kotak Mahindra Bank Limited Banks	1.66%	1.40%	1.40%
Hindustan Unilever Limited Diversified FMCG	1.40%	1.65%	1.40%
Titan Company Limited Consumer Durables	1.12%	1.17%	1.12%
Shriram Finance Ltd Finance	1.11%	1.23%	1.11%
UltraTech Cement Limited Cement & Cement Products	1.08%	1.46%	1.08%
NTPC Limited Power	1.21%	1.06%	1.06%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.21%	0.85%	0.85%
Tata Motors Limited Agricultural Commercial & Construction Vehicles	0.75%	1.01%	0.75%
TVS Motor Company Limited Automobiles	0.67%	0.92%	0.67%
Tata Steel Limited Ferrous Metals	1.16%	0.65%	0.65%
Oil & Natural Gas Corporation Limited Oil	0.64%	1.20%	0.64%
Nestle India Limited Food Products	0.64%	0.73%	0.64%
Max Healthcare Institute Limited Healthcare Services	0.62%	0.75%	0.62%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.56%	0.78%	0.56%
Bajaj Finserv Limited Finance	0.56%	2.99%	0.56%
Tech Mahindra Limited IT - Software	0.53%	0.96%	0.53%
Trent Limited Retailing	0.51%	0.71%	0.51%
Dr. Reddys Laboratories Limited Pharmaceuticals & Biotechnology	0.51%	0.59%	0.51%
Britannia Industries Limited Food Products	0.47%	0.99%	0.47%
Avenue Supermarts Limited Retailing	0.46%	1.18%	0.46%
Tata Power Company Limited Power	0.44%	0.94%	0.44%
Indus Towers Limited Telecom - Services	0.44%	1.02%	0.44%
IndusInd Bank Limited Banks	0.40%	0.97%	0.40%
CG Power and Industrial Solutions Limited Electrical Equipment	0.37%	0.84%	0.37%
ICICI Lombard General Insurance Company Limited Insurance	0.34%	0.66%	0.34%
Pidilite Industries Limited Chemicals & Petrochemicals	0.33%	0.84%	0.33%
DLF Limited Realty	0.33%	0.50%	0.33%
Swiggy Ltd Retailing	0.30%	0.63%	0.30%
Dixon Technologies (India) Limited Consumer Durables	0.28%	0.63%	0.28%
SRF Limited Chemicals & Petrochemicals	0.28%	0.58%	0.28%
Info Edge (India) Limited Retailing	0.27%	0.72%	0.27%
Hyundai Motor India Ltd Automobiles	0.26%	0.69%	0.26%
LTIMindtree Limited IT - Software	0.24%	0.60%	0.24%
ABB India Limited Electrical Equipment	0.23%	0.41%	0.23%
Havells India Limited Consumer Durables	0.22%	1.01%	0.22%
Vishal Mega Mart Ltd Retailing	0.18%	0.46%	0.18%
Petronet LNG Limited Gas	0.18%	0.18%	0.18%
ICICI Prudential Life Insurance Company Limited Insurance	0.17%	0.91%	0.17%
Oil India Limited Oil	0.17%	0.35%	0.17%
Jubilant Foodworks Limited Leisure Services	0.15%	0.71%	0.15%
Astral Limited Industrial Products	0.15%	0.75%	0.15%
Page Industries Limited Textiles & Apparels	0.13%	0.39%	0.13%

Unique to ADITYA BIRLA SUN LIFE MSCI IND

Bajaj Finance Limited2.03%

Unique to Mahindra Manulife Aggressive H

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

16.8% (6)

IT - Software

5.4% (4)

Petroleum Products

4.2% (1)

Automobiles

2.5% (3)

Telecom - Services

2.0% (2)

Construction

2.0% (1)

Pharmaceuticals & Biotechnology

1.9% (3)

Retailing

1.7% (5)

Finance

1.7% (2)

Consumer Durables

1.6% (3)

Power

1.5% (2)

Diversified FMCG

1.4% (1)

Food Products

1.1% (2)

Cement & Cement Products

1.1% (1)

Oil

0.8% (2)

Agricultural Commercial & Construction Vehicles

0.8% (1)

Ferrous Metals

0.7% (1)

Healthcare Services

0.6% (1)

Chemicals & Petrochemicals

0.6% (2)

Electrical Equipment

0.6% (2)

Insurance

0.5% (2)

Realty

0.3% (1)

Gas

0.2% (1)

Leisure Services

0.1% (1)

Industrial Products

0.1% (1)

Textiles & Apparels

0.1% (1)

More comparisons for ADITYA BIRLA SUN LIFE MSCI IND

vs Kotak MSCI India ETF99.8% · 164 stocks
vs DSP MSCI India ETF99.1% · 164 stocks
vs IB33-GROWW NIFTY 200 ETF87.7% · 157 stocks
vs SBI BSE 100 ETF83.6% · 98 stocks
vs HDFC NIFTY 100 ETF81.3% · 93 stocks

More comparisons for Mahindra Manulife Aggressive H

vs Mahindra Manulife Flexi Cap61.0% · 51 stocks
vs Mahindra Manulife Large Cap60.7% · 41 stocks
vs Mahindra Manulife ELSS Tax Sav59.9% · 50 stocks
vs Kotak MSCI India ETF50.4% · 52 stocks
vs DSP MSCI India ETF50.2% · 52 stocks

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