ADITYA BIRLA SUN LIFE QUANT FUND vs Kotak Quant Fund
ABSL vs Kotak· Portfolio Overlap Analysis
53.7%High Overlap
25 common stocksRank #7431 / 20,000
Investor takeaway: At 53.7% 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 (25)
| Stock | Wt% in ADITYA BIRLA SUN LIFE QUANT | Wt% in Kotak Quant | Overlap |
|---|---|---|---|
State Bank of India Banks | 5.13% | 4.16% | 4.16% |
Marico Limited Agricultural Food & other Products | 4.13% | 3.49% | 3.49% |
Bharti Airtel Limited Telecom - Services | 3.43% | 4.24% | 3.43% |
HDFC Bank Limited Banks | 4.15% | 3.35% | 3.35% |
Bharat Petroleum Corporation Limited Petroleum Products | 3.38% | 2.91% | 2.91% |
TVS Motor Company Limited Automobiles | 3.63% | 2.71% | 2.71% |
Hindalco Industries Limited Non - Ferrous Metals | 3.51% | 2.71% | 2.71% |
Eicher Motors Limited Automobiles | 2.56% | 3.18% | 2.56% |
Canara Bank Banks | 2.44% | 2.45% | 2.44% |
Mahindra & Mahindra Limited Automobiles | 2.84% | 2.35% | 2.35% |
POLYCAB INDIA Limited Industrial Products | 2.40% | 2.25% | 2.25% |
Vedanta Limited Diversified Metals | 2.25% | 2.59% | 2.25% |
Tata Consumer Products Limited Agricultural Food & other Products | 2.20% | 3.16% | 2.20% |
Mahindra & Mahindra Financial Services Limited Finance | 2.19% | 2.42% | 2.19% |
Hindustan Petroleum Corporation Limited Petroleum Products | 2.49% | 2.14% | 2.14% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 2.11% | 1.97% | 1.97% |
Muthoot Finance Limited Finance | 2.50% | 1.87% | 1.87% |
Bajaj Finance Limited Finance | 1.87% | 2.68% | 1.87% |
L&T Finance Limited Finance | 1.50% | 2.10% | 1.50% |
Radico Khaitan Limited Beverages | 1.49% | 1.95% | 1.49% |
Max Financial Services Limited Insurance | 1.11% | 3.18% | 1.11% |
Britannia Industries Limited Food Products | 0.96% | 3.28% | 0.96% |
Coromandel International Limited Fertilizers & Agrochemicals | 2.05% | 0.77% | 0.77% |
KEI Industries Limited Industrial Products | 0.53% | 0.77% | 0.53% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 0.45% | 1.23% | 0.45% |
Unique to ADITYA BIRLA SUN LIFE QUANT
- Ashok Leyland Limited4.69%
- The Federal Bank Limited4.48%
- Apollo Hospitals Enterprise Limited3.82%
- UltraTech Cement Limited3.60%
- Grasim Industries Limited3.51%
Unique to Kotak Quant
- Dr.Reddy's Laboratories Ltd.3.65%
- TITAN COMPANY LTD.3.42%
Sector Overlap Breakdown
Banks9.9% (3)
Automobiles7.6% (3)
Finance7.4% (4)
Agricultural Food & other Products5.7% (2)
Petroleum Products5.0% (2)
Telecom - Services3.4% (1)
Industrial Products2.8% (2)
Non - Ferrous Metals2.7% (1)
Pharmaceuticals & Biotechnology2.4% (2)
Diversified Metals2.3% (1)
Beverages1.5% (1)
Insurance1.1% (1)
Food Products1.0% (1)
Fertilizers & Agrochemicals0.8% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.