ADITYA BIRLA SUN LIFE NIFTY 200 MOMENTUM 30 ETF vs Kotak Nifty 500 Momentum 50 Index Fund
ABSL vs Kotak· Portfolio Overlap Analysis
76.6%High Overlap
27 common stocksRank #2791 / 5,000
Investor takeaway: These funds overlap 76.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (27)
| Stock | Wt% in ADITYA BIRLA SUN LIFE NIFTY 20 | Wt% in Kotak Nifty 500 Momentum 50 In | Overlap |
|---|---|---|---|
Shriram Finance Ltd Finance | 5.51% | 5.41% | 5.41% |
Eicher Motors Limited Automobiles | 5.36% | 5.34% | 5.34% |
Bajaj Finance Limited Finance | 4.88% | 4.93% | 4.88% |
Hindalco Industries Limited Non - Ferrous Metals | 5.19% | 4.56% | 4.56% |
Maruti Suzuki India Limited Automobiles | 4.39% | 4.43% | 4.39% |
Bharti Airtel Limited Telecom - Services | 4.38% | 4.42% | 4.38% |
Asian Paints Limited Consumer Durables | 4.24% | 4.03% | 4.03% |
TVS Motor Company Limited Automobiles | 4.57% | 3.73% | 3.73% |
Hero MotoCorp Limited Automobiles | 4.13% | 3.35% | 3.35% |
InterGlobe Aviation Limited Transport Services | 3.86% | 3.23% | 3.23% |
BSE Limited Capital Markets | 3.81% | 3.20% | 3.20% |
The Federal Bank Limited Banks | 3.27% | 2.69% | 2.69% |
Cummins India Limited Industrial Products | 3.11% | 2.55% | 2.55% |
AU Small Finance Bank Limited Banks | 3.10% | 2.51% | 2.51% |
Muthoot Finance Limited Finance | 3.05% | 2.42% | 2.42% |
Canara Bank Banks | 2.71% | 2.21% | 2.21% |
Cholamandalam Investment and Finance Company Limited Finance | 2.30% | 1.95% | 1.95% |
L&T Finance Limited Finance | 2.38% | 1.88% | 1.88% |
Max Financial Services Limited Insurance | 2.24% | 1.84% | 1.84% |
Fortis Healthcare Limited Healthcare Services | 2.16% | 1.78% | 1.78% |
One 97 Communications Limited Financial Technology (Fintech) | 2.12% | 1.74% | 1.74% |
Indian Bank Banks | 2.04% | 1.65% | 1.65% |
Aditya Birla Capital Limited Finance | 2.00% | 1.60% | 1.60% |
FSN E-Commerce Ventures Limited Retailing | 1.97% | 1.60% | 1.60% |
GMR Airport Ltd Transport Infrastructure | 1.65% | 1.35% | 1.35% |
UPL Limited Fertilizers & Agrochemicals | 1.54% | 1.27% | 1.27% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.34% | 1.10% | 1.10% |
Unique to ADITYA BIRLA SUN LIFE NIFTY 20
- State Bank of India6.10%
Unique to Kotak Nifty 500 Momentum 50 In
- Mahindra & Mahindra Ltd.4.64%
Sector Overlap Breakdown
Finance18.1% (6)
Automobiles16.8% (4)
Banks9.1% (4)
Non - Ferrous Metals4.6% (1)
Telecom - Services4.4% (1)
Consumer Durables4.0% (1)
Transport Services3.2% (1)
Capital Markets3.2% (1)
Industrial Products2.5% (1)
Insurance1.8% (1)
Healthcare Services1.8% (1)
Financial Technology (Fintech)1.7% (1)
Retailing1.6% (1)
Transport Infrastructure1.4% (1)
Fertilizers & Agrochemicals1.3% (1)
Pharmaceuticals & Biotechnology1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.