ADITYA BIRLA SUN LIFE MSCI INDIA ETF vs NIPPON INDIA BALANCED ADVANTAGE FUND
ABSL vs Nippon· Portfolio Overlap Analysis
48.2%High Overlap
58 common stocksRank #11973 / 20,000
Investor takeaway: At 48.2% 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 (58)
| Stock | Wt% in ADITYA BIRLA SUN LIFE MSCI IND | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.32% | 5.35% | 5.32% |
HDFC Bank Limited Banks | 7.37% | 3.91% | 3.91% |
Reliance Industries Limited Petroleum Products | 6.19% | 2.66% | 2.66% |
Infosys Limited IT - Software | 3.07% | 2.54% | 2.54% |
Bharti Airtel Limited Telecom - Services | 3.51% | 2.33% | 2.33% |
Axis Bank Limited Banks | 2.32% | 2.41% | 2.32% |
Mahindra & Mahindra Limited Automobiles | 2.31% | 2.30% | 2.30% |
Larsen & Toubro Limited Construction | 2.10% | 2.00% | 2.00% |
Bajaj Finance Limited Finance | 2.03% | 1.90% | 1.90% |
State Bank of India Banks | 1.62% | 3.43% | 1.62% |
NTPC Limited Power | 1.21% | 2.27% | 1.21% |
Kotak Mahindra Bank Limited Banks | 1.66% | 1.07% | 1.07% |
Hindustan Unilever Limited Diversified FMCG | 1.40% | 0.90% | 0.90% |
Maruti Suzuki India Limited Automobiles | 1.35% | 0.87% | 0.87% |
Tata Steel Limited Ferrous Metals | 1.16% | 0.72% | 0.72% |
ITC Limited Diversified FMCG | 0.69% | 1.16% | 0.69% |
SBI Life Insurance Company Limited Insurance | 0.67% | 0.84% | 0.67% |
TVS Motor Company Limited Automobiles | 0.67% | 1.10% | 0.67% |
InterGlobe Aviation Limited Transport Services | 0.67% | 0.75% | 0.67% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.61% | 0.69% | 0.61% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.57% | 0.69% | 0.57% |
Grasim Industries Limited Cement & Cement Products | 0.55% | 0.96% | 0.55% |
Tech Mahindra Limited IT - Software | 0.53% | 0.63% | 0.53% |
Cholamandalam Investment and Finance Company Limited Finance | 0.53% | 0.96% | 0.53% |
HDFC Life Insurance Company Limited Insurance | 0.51% | 0.69% | 0.51% |
Cummins India Limited Industrial Products | 0.49% | 0.66% | 0.49% |
Vedanta Limited Diversified Metals | 0.72% | 0.47% | 0.47% |
Britannia Industries Limited Food Products | 0.47% | 0.87% | 0.47% |
Titan Company Limited Consumer Durables | 1.12% | 0.46% | 0.46% |
Avenue Supermarts Limited Retailing | 0.46% | 0.79% | 0.46% |
Varun Beverages Limited Beverages | 0.44% | 0.61% | 0.44% |
Tata Power Company Limited Power | 0.44% | 0.73% | 0.44% |
Eternal Limited Retailing | 0.43% | 1.02% | 0.43% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.42% | 0.95% | 0.42% |
The Indian Hotels Company Limited Leisure Services | 0.42% | 0.45% | 0.42% |
Samvardhana Motherson International Limited Auto Components | 0.41% | 1.05% | 0.41% |
Bharat Electronics Limited Aerospace & Defense | 1.18% | 0.37% | 0.37% |
PB Fintech Limited Financial Technology (Fintech) | 0.37% | 0.64% | 0.37% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.37% | 0.79% | 0.37% |
Godrej Consumer Products Limited Personal Products | 0.36% | 1.13% | 0.36% |
GE Vernova T&D India Ltd Electrical Equipment | 0.36% | 1.08% | 0.36% |
ICICI Lombard General Insurance Company Limited Insurance | 0.34% | 0.35% | 0.34% |
Jindal Steel & Power Limited Ferrous Metals | 0.32% | 0.60% | 0.32% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.31% | 0.54% | 0.31% |
Dixon Technologies (India) Limited Consumer Durables | 0.28% | 0.48% | 0.28% |
SRF Limited Chemicals & Petrochemicals | 0.28% | 0.41% | 0.28% |
Indus Towers Limited Telecom - Services | 0.44% | 0.26% | 0.26% |
LTIMindtree Limited IT - Software | 0.24% | 0.65% | 0.24% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.33% | 0.23% | 0.23% |
ABB India Limited Electrical Equipment | 0.23% | 0.50% | 0.23% |
FSN E-Commerce Ventures Limited Retailing | 0.22% | 1.33% | 0.22% |
United Spirits Limited Beverages | 0.29% | 0.21% | 0.21% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.20% | 0.55% | 0.20% |
L&T Finance Limited Finance | 0.18% | 0.53% | 0.18% |
Prestige Estates Projects Limited Realty | 0.17% | 0.50% | 0.17% |
Jubilant Foodworks Limited Leisure Services | 0.15% | 0.38% | 0.15% |
Page Industries Limited Textiles & Apparels | 0.13% | 0.46% | 0.13% |
Muthoot Finance Limited Finance | 0.29% | 0.05% | 0.05% |
Unique to ADITYA BIRLA SUN LIFE MSCI IND
- Tata Consultancy Services Limited1.74%
Unique to NIPPON INDIA BALANCED ADVANTAG
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.2% (5)
Automobiles3.8% (3)
IT - Software3.3% (3)
Petroleum Products3.0% (2)
Finance2.7% (4)
Telecom - Services2.6% (2)
Construction2.0% (1)
Power1.6% (2)
Diversified FMCG1.6% (2)
Insurance1.5% (3)
Electrical Equipment1.2% (4)
Retailing1.1% (3)
Ferrous Metals1.0% (2)
Aerospace & Defense0.9% (2)
Consumer Durables0.7% (2)
Transport Services0.7% (1)
Beverages0.7% (2)
Healthcare Services0.6% (1)
Leisure Services0.6% (2)
Cement & Cement Products0.6% (1)
Chemicals & Petrochemicals0.5% (2)
Industrial Products0.5% (1)
Diversified Metals0.5% (1)
Food Products0.5% (1)
Pharmaceuticals & Biotechnology0.4% (1)
Auto Components0.4% (1)
Financial Technology (Fintech)0.4% (1)
Personal Products0.4% (1)
Realty0.2% (1)
Textiles & Apparels0.1% (1)
More comparisons for ADITYA BIRLA SUN LIFE MSCI IND
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More comparisons for NIPPON INDIA BALANCED ADVANTAG
- vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
- vs SBI BSE 100 ETF48.8% · 47 stocks
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- vs Kotak MSCI India ETF48.2% · 58 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.