Shriram Aggressive Hybrid Fund vs Shriram Flexi Cap Fund

Shriram vs Shriram· Portfolio Overlap Analysis

53.6%High Overlap
47 common stocksRank #7449 / 20,000

Investor takeaway: At 53.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (47)

StockWt% in Shriram Aggressive HybridWt% in Shriram Flexi CapOverlap
HDFC Bank Ltd.
Banks
5.37%7.33%5.37%
ICICI Bank Ltd.
Banks
3.96%4.98%3.96%
Bharti Airtel Ltd.
Telecom - Services
3.25%3.85%3.25%
Reliance Industries Ltd.
Petroleum Products
4.54%3.19%3.19%
Axis Bank Ltd.
Banks
4.10%3.15%3.15%
State Bank of India
Banks
2.77%4.78%2.77%
Mahindra & Mahindra Ltd.
Automobiles
2.57%2.96%2.57%
ITC Ltd.
Diversified FMCG
2.21%1.99%1.99%
Larsen & Toubro Ltd.
Construction
1.82%2.64%1.82%
Bharat Petroleum Corporation Ltd.
Petroleum Products
1.72%2.05%1.72%
Tata Consultancy Services Ltd.
IT - Software
1.62%1.80%1.62%
Infosys Ltd.
IT - Software
1.39%2.81%1.39%
NTPC Ltd.
Power
1.33%2.60%1.33%
Bajaj Holdings & Investment Ltd.
Finance
1.52%1.28%1.28%
TVS Motor Company Ltd.
Automobiles
1.21%1.57%1.21%
InterGlobe Aviation Ltd.
Transport Services
1.12%2.13%1.12%
Eicher Motors Ltd.
Automobiles
1.04%1.60%1.04%
Bharat Electronics Ltd.
Aerospace & Defense
0.91%1.94%0.91%
Eternal Ltd.
Retailing
0.86%0.98%0.86%
Marico Ltd.
Agricultural Food & other Products
0.85%1.07%0.85%
HCL Technologies Ltd.
IT - Software
0.84%0.92%0.84%
Maruti Suzuki India Ltd.
Automobiles
0.84%0.97%0.84%
REC Ltd.
Finance
0.80%1.96%0.80%
Rainbow Children's Medicare Ltd.
Healthcare Services
0.71%0.92%0.71%
Power Grid Corporation of India Ltd.
Power
0.67%0.94%0.67%
Oil India Ltd.
Oil
0.66%0.90%0.66%
VARUN BEVERAGES LIMITED
Beverages
0.96%0.60%0.60%
Tata Steel Ltd.
Ferrous Metals
0.60%1.39%0.60%
Kirloskar Oil Engines Ltd.
Industrial Products
0.58%1.25%0.58%
Adani Ports & Special Economic Zone Ltd.
Transport Infrastructure
0.54%1.73%0.54%
Kalpataru Projects International Ltd.
Construction
0.68%0.51%0.51%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.51%1.53%0.51%
Canara Robeco Asset Mgmt Co Ltd.
Capital Markets
0.49%0.81%0.49%
SBI Life Insurance Company Ltd.
Insurance
0.45%1.31%0.45%
R R Kabel Ltd.
Industrial Products
0.43%0.59%0.43%
Coforge Ltd.
IT - Software
1.01%0.40%0.40%
Lloyds Metals And Energy Ltd.
Minerals & Mining
0.40%0.37%0.37%
Pricol Ltd.
Auto Components
0.50%0.36%0.36%
TIPS Music Ltd.
Entertainment
0.36%0.50%0.36%
Narayana Hrudayalaya ltd.
Healthcare Services
0.32%1.09%0.32%
Swiggy Ltd.
Retailing
0.27%0.71%0.27%
Coromandel International Ltd.
Fertilizers & Agrochemicals
0.25%1.32%0.25%
BSE Ltd.
Capital Markets
0.22%0.41%0.22%
Power Mech Projects Ltd.
Construction
0.13%0.45%0.13%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.18%0.12%0.12%
Krsnaa Diagnostics Ltd.
Healthcare Services
0.12%0.53%0.12%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.05%0.56%0.05%

Unique to Shriram Aggressive Hybrid

  • Sun Pharmaceutical Industries Ltd.1.75%

Unique to Shriram Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.3% (4)
Automobiles
5.7% (4)
Petroleum Products
4.9% (2)
IT - Software
4.3% (4)
Telecom - Services
3.3% (1)
Construction
2.5% (3)
Finance
2.1% (2)
Power
2.0% (2)
Diversified FMCG
2.0% (1)
Healthcare Services
1.1% (3)
Retailing
1.1% (2)
Transport Services
1.1% (1)
Industrial Products
1.0% (2)
Aerospace & Defense
0.9% (1)
Agricultural Food & other Products
0.8% (1)
Capital Markets
0.8% (3)
Oil
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (2)
Beverages
0.6% (1)
Ferrous Metals
0.6% (1)
Transport Infrastructure
0.5% (1)
Insurance
0.5% (1)
Minerals & Mining
0.4% (1)
Auto Components
0.4% (1)
Entertainment
0.4% (1)
Fertilizers & Agrochemicals
0.3% (1)

More comparisons for Shriram Aggressive Hybrid

More comparisons for Shriram Flexi Cap

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