ADITYA BIRLA SUN LIFE NIFTY PSE ETF vs Kotak BSE PSU Index Fund

ABSL vs Kotak· Portfolio Overlap Analysis

54.9%High Overlap
20 common stocksRank #6929 / 20,000

Investor takeaway: At 54.9% 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 (20)

StockWt% in ADITYA BIRLA SUN LIFE NIFTY PSWt% in Kotak BSE PSU IndexOverlap
NTPC Limited
Power
14.04%7.81%7.81%
Bharat Electronics Limited
Aerospace & Defense
12.36%6.86%6.86%
Power Grid Corporation of India Limited
Power
10.49%5.86%5.86%
Oil & Natural Gas Corporation Limited
Oil
8.43%4.70%4.70%
Coal India Limited
Consumable Fuels
7.58%4.23%4.23%
Bharat Petroleum Corporation Limited
Petroleum Products
5.79%3.24%3.24%
Hindustan Aeronautics Limited
Aerospace & Defense
5.76%3.16%3.16%
Indian Oil Corporation Limited
Petroleum Products
5.43%2.97%2.97%
Power Finance Corporation Limited
Finance
4.67%2.58%2.58%
GAIL (India) Limited
Gas
3.55%1.97%1.97%
REC Limited
Finance
3.39%1.87%1.87%
Hindustan Petroleum Corporation Limited
Petroleum Products
3.27%1.81%1.81%
Bharat Heavy Electricals Limited
Electrical Equipment
3.00%1.47%1.47%
NMDC Limited
Minerals & Mining
2.19%1.21%1.21%
Oil India Limited
Oil
2.05%1.12%1.12%
NHPC Limited
Power
1.85%1.01%1.01%
Indian Railway Finance Corporation Limited
Finance
1.44%0.82%0.82%
Rail Vikas Nigam Limited
Construction
1.39%0.77%0.77%
Indian Railway Catering & Tourism Corporation Limited
Leisure Services
1.33%0.75%0.75%
Container Corporation of India Limited
Transport Services
1.33%0.73%0.73%

Unique to ADITYA BIRLA SUN LIFE NIFTY PS

All top holdings are shared with the other fund.

Unique to Kotak BSE PSU Index

  • STATE BANK OF INDIA.21.51%

Sector Overlap Breakdown

Power
14.7% (3)
Aerospace & Defense
10.0% (2)
Petroleum Products
8.0% (3)
Oil
5.8% (2)
Finance
5.3% (3)
Consumable Fuels
4.2% (1)
Gas
2.0% (1)
Electrical Equipment
1.5% (1)
Minerals & Mining
1.2% (1)
Construction
0.8% (1)
Leisure Services
0.8% (1)
Transport Services
0.7% (1)

More comparisons for ADITYA BIRLA SUN LIFE NIFTY PS

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