ADITYA BIRLA SUN LIFE PSU EQUITY FUND vs Invesco India PSU Equity Fund

ABSL vs Invesco· Portfolio Overlap Analysis

44.6%High Overlap
15 common stocksRank #16800 / 20,000

Investor takeaway: At 44.6% 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 (15)

StockWt% in ADITYA BIRLA SUN LIFE PSU EQUIWt% in Invesco India PSU EquityOverlap
State Bank of India
Banks
20.19%9.32%9.32%
Bharat Electronics Limited
Aerospace & Defense
5.22%6.82%5.22%
NTPC Limited
Power
8.28%4.55%4.55%
Bank of Baroda
Banks
4.31%5.28%4.31%
Bharat Petroleum Corporation Limited
Petroleum Products
4.17%6.93%4.17%
GAIL (India) Limited
Gas
4.70%3.47%3.47%
Oil & Natural Gas Corporation Limited
Oil
4.88%3.37%3.37%
Power Grid Corporation of India Limited
Power
6.05%3.27%3.27%
Hindustan Aeronautics Limited
Aerospace & Defense
2.15%6.76%2.15%
SBI Life Insurance Company Limited
Insurance
1.19%3.65%1.19%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.09%2.76%1.09%
National Aluminium Company Limited
Non - Ferrous Metals
1.03%3.80%1.03%
BEML Limited
Agricultural Commercial & Construction Vehicles
0.58%2.97%0.58%
Indian Railway Catering & Tourism Corporation Limited
Leisure Services
0.44%1.44%0.44%
REC Limited
Finance
0.42%3.94%0.42%

Unique to ADITYA BIRLA SUN LIFE PSU EQUI

  • Bharat Heavy Electricals Limited4.26%
  • Bank of India4.11%

Unique to Invesco India PSU Equity

  • Indian Bank7.59%
  • NTPC Green Energy Limited5.45%
  • Dredging Corporation of India Limited4.07%

Sector Overlap Breakdown

Banks
13.6% (2)
Power
7.8% (2)
Aerospace & Defense
7.4% (2)
Petroleum Products
5.3% (2)
Gas
3.5% (1)
Oil
3.4% (1)
Insurance
1.2% (1)
Non - Ferrous Metals
1.0% (1)
Agricultural Commercial & Construction Vehicles
0.6% (1)
Leisure Services
0.4% (1)
Finance
0.4% (1)

More comparisons for ADITYA BIRLA SUN LIFE PSU EQUI

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