ADITYA BIRLA SUN LIFE MSCI INDIA ETF vs PGIM INDIA BALANCED ADVANTAGE FUND
ABSL vs PGIM· Portfolio Overlap Analysis
47.9%High Overlap
58 common stocksRank #12343 / 20,000
Investor takeaway: At 47.9% 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 (58)
| Stock | Wt% in ADITYA BIRLA SUN LIFE MSCI IND | Wt% in PGIM INDIA BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.37% | 6.06% | 6.06% |
Reliance Industries Limited Petroleum Products | 6.19% | 4.42% | 4.42% |
ICICI Bank Limited Banks | 5.32% | 4.42% | 4.42% |
Bharti Airtel Limited Telecom - Services | 3.51% | 2.28% | 2.28% |
Larsen & Toubro Limited Construction | 2.10% | 1.79% | 1.79% |
Bajaj Finance Limited Finance | 2.03% | 1.76% | 1.76% |
State Bank of India Banks | 1.62% | 2.40% | 1.62% |
Infosys Limited IT - Software | 3.07% | 1.52% | 1.52% |
Axis Bank Limited Banks | 2.32% | 1.21% | 1.21% |
Mahindra & Mahindra Limited Automobiles | 2.31% | 1.20% | 1.20% |
Titan Company Limited Consumer Durables | 1.12% | 1.23% | 1.12% |
NTPC Limited Power | 1.21% | 0.93% | 0.93% |
Tata Consultancy Services Limited IT - Software | 1.74% | 0.89% | 0.89% |
Bharat Electronics Limited Aerospace & Defense | 1.18% | 0.83% | 0.83% |
Maruti Suzuki India Limited Automobiles | 1.35% | 0.77% | 0.77% |
Kotak Mahindra Bank Limited Banks | 1.66% | 0.76% | 0.76% |
UltraTech Cement Limited Cement & Cement Products | 1.08% | 0.75% | 0.75% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.21% | 0.73% | 0.73% |
Eicher Motors Limited Automobiles | 0.80% | 0.73% | 0.73% |
TVS Motor Company Limited Automobiles | 0.67% | 1.09% | 0.67% |
Hindalco Industries Limited Non - Ferrous Metals | 0.91% | 0.65% | 0.65% |
Max Healthcare Institute Limited Healthcare Services | 0.62% | 0.72% | 0.62% |
JSW Steel Limited Ferrous Metals | 0.56% | 0.89% | 0.56% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.56% | 0.81% | 0.56% |
Tech Mahindra Limited IT - Software | 0.53% | 0.51% | 0.51% |
HDFC Life Insurance Company Limited Insurance | 0.51% | 0.49% | 0.49% |
Cummins India Limited Industrial Products | 0.49% | 0.61% | 0.49% |
Britannia Industries Limited Food Products | 0.47% | 0.89% | 0.47% |
Power Finance Corporation Limited Finance | 0.45% | 0.83% | 0.45% |
Varun Beverages Limited Beverages | 0.44% | 1.29% | 0.44% |
Eternal Limited Retailing | 0.43% | 1.08% | 0.43% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.43% | 0.54% | 0.43% |
AU Small Finance Bank Limited Banks | 0.39% | 0.49% | 0.39% |
Persistent Systems Limited IT - Software | 0.38% | 0.65% | 0.38% |
PB Fintech Limited Financial Technology (Fintech) | 0.37% | 0.43% | 0.37% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.37% | 0.64% | 0.37% |
Ashok Leyland Limited Agricultural Commercial & Construction Vehicles | 0.45% | 0.36% | 0.36% |
Shriram Finance Ltd Finance | 1.11% | 0.35% | 0.35% |
ICICI Lombard General Insurance Company Limited Insurance | 0.34% | 0.52% | 0.34% |
ITC Limited Diversified FMCG | 0.69% | 0.33% | 0.33% |
Nestle India Limited Food Products | 0.64% | 0.33% | 0.33% |
Jindal Steel & Power Limited Ferrous Metals | 0.32% | 0.59% | 0.32% |
Asian Paints Limited Consumer Durables | 0.66% | 0.30% | 0.30% |
United Spirits Limited Beverages | 0.29% | 1.00% | 0.29% |
Muthoot Finance Limited Finance | 0.29% | 0.44% | 0.29% |
Dixon Technologies (India) Limited Consumer Durables | 0.28% | 0.53% | 0.28% |
SRF Limited Chemicals & Petrochemicals | 0.28% | 1.20% | 0.28% |
Info Edge (India) Limited Retailing | 0.27% | 0.37% | 0.27% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.27% | 0.64% | 0.27% |
LTIMindtree Limited IT - Software | 0.24% | 0.76% | 0.24% |
GE Vernova T&D India Ltd Electrical Equipment | 0.36% | 0.23% | 0.23% |
FSN E-Commerce Ventures Limited Retailing | 0.22% | 0.55% | 0.22% |
Tube Investments of India Limited Auto Components | 0.21% | 0.69% | 0.21% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 0.20% | 0.70% | 0.20% |
Torrent Power Limited Power | 0.20% | 1.00% | 0.20% |
Vishal Mega Mart Ltd Retailing | 0.18% | 0.58% | 0.18% |
Prestige Estates Projects Limited Realty | 0.17% | 0.50% | 0.17% |
Astral Limited Industrial Products | 0.15% | 0.28% | 0.15% |
Unique to ADITYA BIRLA SUN LIFE MSCI IND
All top holdings are shared with the other fund.
Unique to PGIM INDIA BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.5% (6)
Petroleum Products4.8% (2)
IT - Software3.5% (5)
Automobiles3.4% (4)
Finance2.9% (4)
Telecom - Services2.3% (1)
Construction1.8% (1)
Consumer Durables1.7% (3)
Pharmaceuticals & Biotechnology1.5% (3)
Power1.1% (2)
Retailing1.1% (4)
Ferrous Metals0.9% (2)
Aerospace & Defense0.8% (1)
Insurance0.8% (2)
Food Products0.8% (2)
Cement & Cement Products0.8% (1)
Beverages0.7% (2)
Non - Ferrous Metals0.7% (1)
Industrial Products0.6% (2)
Healthcare Services0.6% (1)
Electrical Equipment0.6% (2)
Chemicals & Petrochemicals0.6% (2)
Financial Technology (Fintech)0.4% (1)
Agricultural Commercial & Construction Vehicles0.4% (1)
Diversified FMCG0.3% (1)
Auto Components0.2% (1)
Realty0.2% (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 PGIM INDIA BALANCED ADVANTAGE
- vs PGIM INDIA LARGE CAP51.4% · 46 stocks
- vs PGIM INDIA FLEXI CAP50.4% · 48 stocks
- vs Kotak MSCI India ETF47.9% · 58 stocks
- vs DSP MSCI India ETF47.8% · 58 stocks
- vs IB33-GROWW NIFTY 200 ETF47.7% · 59 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.