ADITYA BIRLA SUN LIFE NIFTY SMALLCAP 50 INDEX FUND vs AXIS NIFTY SMALLCAP 50 INDEX FUND
ABSL vs Axis· Portfolio Overlap Analysis
99.8%High Overlap
50 common stocksRank #888 / 5,000
Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (50)
| Stock | Wt% in ADITYA BIRLA SUN LIFE NIFTY SM | Wt% in AXIS NIFTY SMALLCAP 50 INDEX | Overlap |
|---|---|---|---|
Multi Commodity Exchange of India Limited Capital Markets | 8.62% | 8.64% | 8.62% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 5.78% | 5.79% | 5.78% |
Karur Vysya Bank Ltd/The Banks | 4.26% | 4.27% | 4.26% |
Delhivery Ltd Transport Services | 3.26% | 3.27% | 3.26% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 3.18% | 3.19% | 3.18% |
Central Depository Services (India) Limited Capital Markets | 3.13% | 3.14% | 3.13% |
Radico Khaitan Limited Beverages | 2.87% | 2.87% | 2.87% |
Amber Enterprises India Limited Consumer Durables | 2.40% | 2.40% | 2.40% |
J.B. Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.32% | 2.33% | 2.32% |
Redington (India) Limited Commercial Services & Supplies | 2.30% | 2.30% | 2.30% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 2.29% | 2.29% | 2.29% |
Computer Age Management Services Limited Capital Markets | 2.25% | 2.26% | 2.25% |
Cholamandalam Financial Holdings Limited Finance | 2.24% | 2.24% | 2.24% |
Bandhan Bank Limited Banks | 2.22% | 2.22% | 2.22% |
Manappuram Finance Limited Finance | 2.15% | 2.14% | 2.14% |
PNB Housing Finance Limited Finance | 2.14% | 2.14% | 2.14% |
Aster DM Healthcare Limited Healthcare Services | 2.10% | 2.10% | 2.10% |
ANGEL ONE LIMITED Capital Markets | 2.08% | 2.07% | 2.07% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 2.01% | 2.00% | 2.00% |
The Ramco Cements Limited Cement & Cement Products | 1.97% | 1.98% | 1.97% |
Poonawalla Fincorp Limited Finance | 1.81% | 1.81% | 1.81% |
Kfin Technologies Ltd Capital Markets | 1.76% | 1.77% | 1.76% |
Narayana Hrudayalaya Limited Healthcare Services | 1.72% | 1.72% | 1.72% |
Kaynes Technology India Ltd Industrial Manufacturing | 1.67% | 1.66% | 1.66% |
IIFL Finance Limited Finance | 1.59% | 1.60% | 1.59% |
Himadri Speciality Chemical Limited Chemicals & Petrochemicals | 1.57% | 1.57% | 1.57% |
Wockhardt Limited Pharmaceuticals & Biotechnology | 1.56% | 1.56% | 1.56% |
Tata Chemicals Limited Chemicals & Petrochemicals | 1.55% | 1.55% | 1.55% |
Neuland Laboratories Ltd Pharmaceuticals & Biotechnology | 1.52% | 1.52% | 1.52% |
Dr. Lal Path Labs Limited Healthcare Services | 1.50% | 1.49% | 1.49% |
WELSPUN CORP LIMITED Industrial Products | 1.49% | 1.49% | 1.49% |
Amara Raja Energy & Mobility Limited Auto Components | 1.43% | 1.43% | 1.43% |
PG Electroplast Ltd Consumer Durables | 1.40% | 1.39% | 1.39% |
Indian Energy Exchange Limited Capital Markets | 1.38% | 1.38% | 1.38% |
CESC Limited Power | 1.38% | 1.38% | 1.38% |
Piramal Pharma Ltd Pharmaceuticals & Biotechnology | 1.34% | 1.33% | 1.33% |
NBCC (India) Limited Construction | 1.33% | 1.32% | 1.32% |
Aarti Industries Limited Chemicals & Petrochemicals | 1.27% | 1.27% | 1.27% |
Castrol India Limited Petroleum Products | 1.25% | 1.25% | 1.25% |
Inox Wind Limited Electrical Equipment | 1.23% | 1.23% | 1.23% |
Natco Pharma Limited Pharmaceuticals & Biotechnology | 1.23% | 1.23% | 1.23% |
Affle (India) Limited IT - Services | 1.21% | 1.20% | 1.20% |
Aegis Logistics Ltd. Gas | 1.20% | 1.19% | 1.19% |
Five-Star Business Finance Ltd Finance | 1.11% | 1.11% | 1.11% |
Cyient Limited IT - Services | 1.07% | 1.07% | 1.07% |
KEC International Limited Construction | 1.05% | 1.04% | 1.04% |
Reliance Power Limited Power | 0.95% | 0.95% | 0.95% |
Firstsource Solutions Limited Commercial Services & Supplies | 0.94% | 0.94% | 0.94% |
Aditya Birla Real Estate Ltd. Paper Forest & Jute Products | 0.93% | 0.94% | 0.93% |
Zensar Technologies Limited IT - Software | 0.90% | 0.90% | 0.90% |
Unique to ADITYA BIRLA SUN LIFE NIFTY SM
All top holdings are shared with the other fund.
Unique to AXIS NIFTY SMALLCAP 50 INDEX
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Capital Markets19.2% (6)
Pharmaceuticals & Biotechnology15.7% (7)
Finance11.0% (6)
Chemicals & Petrochemicals7.6% (4)
Banks6.5% (2)
Consumer Durables6.1% (3)
Healthcare Services5.3% (3)
Transport Services3.3% (1)
Commercial Services & Supplies3.2% (2)
Beverages2.9% (1)
Construction2.4% (2)
Power2.3% (2)
IT - Services2.3% (2)
Cement & Cement Products2.0% (1)
Industrial Manufacturing1.7% (1)
Industrial Products1.5% (1)
Auto Components1.4% (1)
Petroleum Products1.3% (1)
Electrical Equipment1.2% (1)
Gas1.2% (1)
Paper Forest & Jute Products0.9% (1)
IT - Software0.9% (1)
More comparisons for ADITYA BIRLA SUN LIFE NIFTY SM
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More comparisons for AXIS NIFTY SMALLCAP 50 INDEX
- vs Kotak Nifty Smallcap 50 Index99.8% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.