Shriram Aggressive Hybrid Fund vs Shriram Multi Asset Allocation Fund

Shriram vs Shriram· Portfolio Overlap Analysis

53.3%High Overlap
53 common stocksRank #7572 / 20,000

Investor takeaway: At 53.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (53)

StockWt% in Shriram Aggressive HybridWt% in Shriram Multi Asset AllocationOverlap
HDFC Bank Ltd.
Banks
5.37%4.63%4.63%
Reliance Industries Ltd.
Petroleum Products
4.54%5.00%4.54%
ICICI Bank Ltd.
Banks
3.96%3.97%3.96%
Bharti Airtel Ltd.
Telecom - Services
3.25%3.31%3.25%
State Bank of India
Banks
2.77%3.35%2.77%
Axis Bank Ltd.
Banks
4.10%2.72%2.72%
Mahindra & Mahindra Ltd.
Automobiles
2.57%2.02%2.02%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.75%2.43%1.75%
ITC Ltd.
Diversified FMCG
2.21%1.54%1.54%
Tata Consultancy Services Ltd.
IT - Software
1.62%1.54%1.54%
Larsen & Toubro Ltd.
Construction
1.82%1.40%1.40%
Infosys Ltd.
IT - Software
1.39%2.59%1.39%
Bharat Petroleum Corporation Ltd.
Petroleum Products
1.72%1.29%1.29%
NTPC Ltd.
Power
1.33%1.15%1.15%
TVS Motor Company Ltd.
Automobiles
1.21%1.15%1.15%
InterGlobe Aviation Ltd.
Transport Services
1.12%1.14%1.12%
VARUN BEVERAGES LIMITED
Beverages
0.96%0.99%0.96%
Kotak Mahindra Bank Ltd.
Banks
0.96%2.22%0.96%
HCL Technologies Ltd.
IT - Software
0.84%1.45%0.84%
Eternal Ltd.
Retailing
0.86%0.81%0.81%
Maruti Suzuki India Ltd.
Automobiles
0.84%0.73%0.73%
Rainbow Children's Medicare Ltd.
Healthcare Services
0.71%0.69%0.69%
Kalpataru Projects International Ltd.
Construction
0.68%0.69%0.68%
Ambuja Cements Ltd.
Cement & Cement Products
0.70%0.63%0.63%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.81%0.61%0.61%
REC Ltd.
Finance
0.80%0.60%0.60%
Tata Steel Ltd.
Ferrous Metals
0.60%0.98%0.60%
Marico Ltd.
Agricultural Food & other Products
0.85%0.58%0.58%
Kirloskar Oil Engines Ltd.
Industrial Products
0.58%0.61%0.58%
Sapphire Foods India Ltd.
Leisure Services
0.57%0.55%0.55%
Adani Ports & Special Economic Zone Ltd.
Transport Infrastructure
0.54%0.56%0.54%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.51%0.49%0.49%
Canara Robeco Asset Mgmt Co Ltd.
Capital Markets
0.49%0.47%0.47%
Oil India Ltd.
Oil
0.66%0.46%0.46%
HDFC Life Insurance Company Ltd.
Insurance
0.46%0.88%0.46%
Bharat Electronics Ltd.
Aerospace & Defense
0.91%0.44%0.44%
Mold-Tek Packaging Ltd.
Industrial Products
0.86%0.44%0.44%
R R Kabel Ltd.
Industrial Products
0.43%0.41%0.41%
LT Foods Ltd.
Agricultural Food & other Products
0.42%0.40%0.40%
Power Grid Corporation of India Ltd.
Power
0.67%0.37%0.37%
NMDC Ltd.
Minerals & Mining
0.53%0.36%0.36%
SBI Life Insurance Company Ltd.
Insurance
0.45%0.35%0.35%
TIPS Music Ltd.
Entertainment
0.36%0.34%0.34%
Narayana Hrudayalaya ltd.
Healthcare Services
0.32%0.37%0.32%
Oil & Natural Gas Corporation Ltd.
Oil
0.44%0.31%0.31%
Sona BLW Precision Forgings Ltd.
Auto Components
0.29%0.28%0.28%
Swiggy Ltd.
Retailing
0.27%0.27%0.27%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.18%0.17%0.17%
Power Mech Projects Ltd.
Construction
0.13%0.12%0.12%
Krsnaa Diagnostics Ltd.
Healthcare Services
0.12%0.12%0.12%
Lloyds Metals And Energy Ltd.
Minerals & Mining
0.40%0.08%0.08%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.05%0.04%0.04%
LG Electronics India Ltd.
Consumer Durables
0.02%0.02%0.02%

Unique to Shriram Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Shriram Multi Asset Allocation

  • Bajaj Finance Ltd.2.18%

Sector Overlap Breakdown

Banks
15.0% (5)
Petroleum Products
5.8% (2)
Automobiles
3.9% (3)
IT - Software
3.8% (3)
Telecom - Services
3.3% (1)
Pharmaceuticals & Biotechnology
3.0% (4)
Construction
2.2% (3)
Diversified FMCG
1.5% (1)
Power
1.5% (2)
Industrial Products
1.4% (3)
Healthcare Services
1.1% (3)
Transport Services
1.1% (1)
Retailing
1.1% (2)
Agricultural Food & other Products
1.0% (2)
Beverages
1.0% (1)
Insurance
0.8% (2)
Oil
0.8% (2)
Cement & Cement Products
0.6% (1)
Finance
0.6% (1)
Ferrous Metals
0.6% (1)
Leisure Services
0.6% (1)
Transport Infrastructure
0.5% (1)
Capital Markets
0.5% (2)
Aerospace & Defense
0.4% (1)
Minerals & Mining
0.4% (2)
Entertainment
0.3% (1)
Auto Components
0.3% (1)
Consumer Durables
0.0% (1)

More comparisons for Shriram Aggressive Hybrid

More comparisons for Shriram Multi Asset Allocation

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