ADITYA BIRLA SUN LIFE PSU EQUITY FUND vs SBI PSU Fund
ABSL vs SBI· Portfolio Overlap Analysis
65.5%High Overlap
17 common stocksRank #3753 / 5,000
Investor takeaway: These funds overlap 65.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (17)
| Stock | Wt% in ADITYA BIRLA SUN LIFE PSU EQUI | Wt% in SBI PSU | Overlap |
|---|---|---|---|
State Bank of India Banks | 20.19% | 18.23% | 18.23% |
NTPC Limited Power | 8.28% | 9.01% | 8.28% |
Power Grid Corporation of India Limited Power | 6.05% | 9.10% | 6.05% |
Bharat Electronics Limited Aerospace & Defense | 5.22% | 9.33% | 5.22% |
GAIL (India) Limited Gas | 4.70% | 9.05% | 4.70% |
Bank of Baroda Banks | 4.31% | 5.41% | 4.31% |
Bharat Petroleum Corporation Limited Petroleum Products | 4.17% | 5.71% | 4.17% |
NMDC Limited Minerals & Mining | 3.11% | 3.48% | 3.11% |
Oil & Natural Gas Corporation Limited Oil | 4.88% | 2.54% | 2.54% |
Bharat Heavy Electricals Limited Electrical Equipment | 4.26% | 1.62% | 1.62% |
Oil India Limited Oil | 1.54% | 2.85% | 1.54% |
Life Insurance Corp of India Insurance | 1.46% | 1.70% | 1.46% |
Indian Oil Corporation Limited Petroleum Products | 2.36% | 1.23% | 1.23% |
National Aluminium Company Limited Non - Ferrous Metals | 1.03% | 2.71% | 1.03% |
Indraprastha Gas Limited Gas | 0.88% | 1.31% | 0.88% |
Canara Robeco Asset Management Co Ltd/India Capital Markets | 0.69% | 1.37% | 0.69% |
Gujarat Gas Limited Gas | 0.41% | 0.75% | 0.41% |
Unique to ADITYA BIRLA SUN LIFE PSU EQUI
- Bank of India4.11%
Unique to SBI PSU
- Indian Bank3.67%
Sector Overlap Breakdown
Banks22.5% (2)
Power14.3% (2)
Gas6.0% (3)
Petroleum Products5.4% (2)
Aerospace & Defense5.2% (1)
Oil4.1% (2)
Minerals & Mining3.1% (1)
Electrical Equipment1.6% (1)
Insurance1.5% (1)
Non - Ferrous Metals1.0% (1)
Capital Markets0.7% (1)
More comparisons for ADITYA BIRLA SUN LIFE PSU EQUI
- vs Kotak BSE PSU Index71.6% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.