Shriram Aggressive Hybrid Fund vs Shriram Balanced Advantage Fund

Shriram vs Shriram· Portfolio Overlap Analysis

57.5%High Overlap
54 common stocksRank #6022 / 20,000

Investor takeaway: At 57.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (54)

StockWt% in Shriram Aggressive HybridWt% in Shriram Balanced AdvantageOverlap
HDFC Bank Ltd.
Banks
5.37%6.75%5.37%
Reliance Industries Ltd.
Petroleum Products
4.54%5.10%4.54%
ICICI Bank Ltd.
Banks
3.96%4.07%3.96%
Bharti Airtel Ltd.
Telecom - Services
3.25%3.65%3.25%
State Bank of India
Banks
2.77%3.38%2.77%
Mahindra & Mahindra Ltd.
Automobiles
2.57%2.48%2.48%
ITC Ltd.
Diversified FMCG
2.21%2.42%2.21%
Axis Bank Ltd.
Banks
4.10%2.20%2.20%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.75%2.23%1.75%
Bharat Petroleum Corporation Ltd.
Petroleum Products
1.72%2.08%1.72%
Bajaj Holdings & Investment Ltd.
Finance
1.52%1.58%1.52%
Infosys Ltd.
IT - Software
1.39%2.22%1.39%
Larsen & Toubro Ltd.
Construction
1.82%1.29%1.29%
Tata Consultancy Services Ltd.
IT - Software
1.62%1.20%1.20%
InterGlobe Aviation Ltd.
Transport Services
1.12%1.23%1.12%
NTPC Ltd.
Power
1.33%1.05%1.05%
Kotak Mahindra Bank Ltd.
Banks
0.96%2.08%0.96%
VARUN BEVERAGES LIMITED
Beverages
0.96%0.94%0.94%
Bharat Electronics Ltd.
Aerospace & Defense
0.91%1.71%0.91%
Eicher Motors Ltd.
Automobiles
1.04%0.88%0.88%
Eternal Ltd.
Retailing
0.86%0.85%0.85%
Marico Ltd.
Agricultural Food & other Products
0.85%1.42%0.85%
HCL Technologies Ltd.
IT - Software
0.84%2.02%0.84%
Maruti Suzuki India Ltd.
Automobiles
0.84%0.97%0.84%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.81%0.77%0.77%
Rainbow Children's Medicare Ltd.
Healthcare Services
0.71%0.74%0.71%
Ambuja Cements Ltd.
Cement & Cement Products
0.70%0.95%0.70%
Power Grid Corporation of India Ltd.
Power
0.67%1.58%0.67%
Kalpataru Projects International Ltd.
Construction
0.68%0.66%0.66%
TVS Motor Company Ltd.
Automobiles
1.21%0.64%0.64%
REC Ltd.
Finance
0.80%0.60%0.60%
Kirloskar Oil Engines Ltd.
Industrial Products
0.58%0.58%0.58%
Sapphire Foods India Ltd.
Leisure Services
0.57%0.60%0.57%
Oil India Ltd.
Oil
0.66%0.56%0.56%
Adani Ports & Special Economic Zone Ltd.
Transport Infrastructure
0.54%0.59%0.54%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.51%0.54%0.51%
Canara Robeco Asset Mgmt Co Ltd.
Capital Markets
0.49%0.51%0.49%
NMDC Ltd.
Minerals & Mining
0.53%0.45%0.45%
SBI Life Insurance Company Ltd.
Insurance
0.45%0.47%0.45%
R R Kabel Ltd.
Industrial Products
0.43%0.45%0.43%
LT Foods Ltd.
Agricultural Food & other Products
0.42%0.44%0.42%
Siemens Ltd.
Electrical Equipment
0.65%0.41%0.41%
Oil & Natural Gas Corporation Ltd.
Oil
0.44%0.40%0.40%
TIPS Music Ltd.
Entertainment
0.36%0.38%0.36%
HDFC Life Insurance Company Ltd.
Insurance
0.46%0.31%0.31%
Sona BLW Precision Forgings Ltd.
Auto Components
0.29%0.30%0.29%
Coromandel International Ltd.
Fertilizers & Agrochemicals
0.25%0.46%0.25%
Swiggy Ltd.
Retailing
0.27%0.23%0.23%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.18%0.19%0.18%
Manappuram Finance Ltd.
Finance
0.20%0.16%0.16%
Power Mech Projects Ltd.
Construction
0.13%0.14%0.13%
Krsnaa Diagnostics Ltd.
Healthcare Services
0.12%0.13%0.12%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.05%0.05%0.05%
LG Electronics India Ltd.
Consumer Durables
0.02%0.03%0.02%

Unique to Shriram Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Shriram Balanced Advantage

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.3% (5)
Petroleum Products
6.3% (2)
Automobiles
4.8% (4)
IT - Software
3.4% (3)
Telecom - Services
3.3% (1)
Pharmaceuticals & Biotechnology
3.2% (4)
Finance
2.3% (3)
Diversified FMCG
2.2% (1)
Construction
2.1% (3)
Power
1.7% (2)
Agricultural Food & other Products
1.3% (2)
Transport Services
1.1% (1)
Retailing
1.1% (2)
Industrial Products
1.0% (2)
Oil
1.0% (2)
Beverages
0.9% (1)
Aerospace & Defense
0.9% (1)
Healthcare Services
0.8% (2)
Insurance
0.8% (2)
Cement & Cement Products
0.7% (1)
Leisure Services
0.6% (1)
Transport Infrastructure
0.5% (1)
Capital Markets
0.5% (2)
Minerals & Mining
0.5% (1)
Electrical Equipment
0.4% (1)
Entertainment
0.4% (1)
Auto Components
0.3% (1)
Fertilizers & Agrochemicals
0.3% (1)
Consumer Durables
0.0% (1)

More comparisons for Shriram Aggressive Hybrid

More comparisons for Shriram Balanced Advantage

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