ADITYA BIRLA SUN LIFE TRANSPORTATION AND LOGISTICS FUND vs Kotak Transportation and Logistics Fund

ABSL vs Kotak· Portfolio Overlap Analysis

52.8%High Overlap
13 common stocksRank #7696 / 20,000

Investor takeaway: At 52.8% 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 (13)

StockWt% in ADITYA BIRLA SUN LIFE TRANSPORWt% in Kotak Transportation and LogisOverlap
Mahindra & Mahindra Limited
Automobiles
11.14%8.42%8.42%
Maruti Suzuki India Limited
Automobiles
8.34%9.93%8.34%
InterGlobe Aviation Limited
Transport Services
5.09%5.90%5.09%
Hero MotoCorp Limited
Automobiles
5.07%8.84%5.07%
Eternal Limited
Retailing
7.34%4.42%4.42%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
3.28%4.96%3.28%
Tata Motors Limited
Agricultural Commercial & Construction Vehicles
3.24%3.13%3.13%
Bajaj Auto Limited
Automobiles
3.11%4.88%3.11%
Swiggy Ltd
Retailing
2.71%4.43%2.71%
Ashok Leyland Limited
Agricultural Commercial & Construction Vehicles
2.53%4.47%2.53%
Sansera Engineering Ltd
Auto Components
2.48%2.29%2.29%
Hyundai Motor India Ltd
Automobiles
2.27%2.47%2.27%
ZF Commercial Vehicle Control Systems India Limited
Auto Components
2.15%4.94%2.15%

Unique to ADITYA BIRLA SUN LIFE TRANSPOR

  • Samvardhana Motherson International Limited6.91%
  • TVS Motor Company Limited5.54%
  • Minda Corporation Limited3.52%

Unique to Kotak Transportation and Logis

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
27.2% (5)
Retailing
7.1% (2)
Agricultural Commercial & Construction Vehicles
5.7% (2)
Transport Services
5.1% (1)
Auto Components
4.4% (2)
Transport Infrastructure
3.3% (1)

More comparisons for ADITYA BIRLA SUN LIFE TRANSPOR

More comparisons for Kotak Transportation and Logis

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