ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs HDFC Banking & Financial Services Fund
ABSL vs HDFC· Portfolio Overlap Analysis
70.6%High Overlap
19 common stocksRank #2989 / 5,000
Investor takeaway: These funds overlap 70.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (19)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in HDFC Banking & Financial Servi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.96% | 13.99% | 13.96% |
HDFC Bank Limited Banks | 13.07% | 16.63% | 13.07% |
Axis Bank Limited Banks | 8.67% | 8.71% | 8.67% |
State Bank of India Banks | 6.28% | 7.46% | 6.28% |
Bajaj Finance Limited Finance | 5.79% | 4.36% | 4.36% |
Kotak Mahindra Bank Limited Banks | 4.01% | 8.13% | 4.01% |
Shriram Finance Ltd Finance | 3.52% | 4.89% | 3.52% |
AU Small Finance Bank Limited Banks | 3.51% | 2.97% | 2.97% |
SBI Life Insurance Company Limited Insurance | 2.46% | 3.12% | 2.46% |
ICICI Lombard General Insurance Company Limited Insurance | 2.93% | 2.21% | 2.21% |
Billionbrains Garage Ventures Ltd Capital Markets | 1.63% | 1.70% | 1.63% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 1.98% | 1.62% |
PNB Housing Finance Limited Finance | 2.06% | 1.17% | 1.17% |
Bajaj Finserv Limited Finance | 1.09% | 1.22% | 1.09% |
SBFC Finance Ltd Finance | 0.88% | 1.03% | 0.88% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 0.77% | 0.77% |
IndusInd Bank Limited Banks | 0.77% | 1.63% | 0.77% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 2.33% | 0.66% |
Fusion Finance Ltd Finance | 0.52% | 1.18% | 0.52% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- Bank of Maharashtra2.55%
Unique to HDFC Banking & Financial Servi
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks50.4% (8)
Finance11.5% (6)
Insurance4.7% (2)
Capital Markets3.3% (2)
Financial Technology (Fintech)0.8% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.