ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Kotak Banking and Financial Services Fund
ABSL vs Kotak· Portfolio Overlap Analysis
64.5%High Overlap
18 common stocksRank #3893 / 5,000
Investor takeaway: These funds overlap 64.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (18)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 13.07% | 14.49% | 13.07% |
ICICI Bank Limited Banks | 13.96% | 11.76% | 11.76% |
Axis Bank Limited Banks | 8.67% | 8.09% | 8.09% |
State Bank of India Banks | 6.28% | 10.66% | 6.28% |
Bajaj Finance Limited Finance | 5.79% | 6.33% | 5.79% |
Kotak Mahindra Bank Limited Banks | 4.01% | 3.71% | 3.71% |
Shriram Finance Ltd Finance | 3.52% | 5.01% | 3.52% |
Bank of Maharashtra Banks | 2.55% | 2.29% | 2.29% |
SBI Life Insurance Company Limited Insurance | 2.46% | 2.25% | 2.25% |
Aptus Value Housing Finance India Ltd Finance | 1.75% | 1.53% | 1.53% |
RBL Bank Limited Banks | 1.11% | 1.41% | 1.11% |
Ujjivan Small Finance Bank Limited Banks | 0.80% | 2.08% | 0.80% |
Computer Age Management Services Limited Capital Markets | 0.97% | 0.78% | 0.78% |
IndusInd Bank Limited Banks | 0.77% | 2.02% | 0.77% |
Canara Robeco Asset Management Co Ltd/India Capital Markets | 0.77% | 0.96% | 0.77% |
Billionbrains Garage Ventures Ltd Capital Markets | 1.63% | 0.67% | 0.67% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 2.09% | 0.66% |
PRUDENT CORPORATE ADVISORY SERVICES LTD Capital Markets | 0.65% | 0.95% | 0.65% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- AU Small Finance Bank Limited3.51%
- ICICI Lombard General Insurance Company Limited2.93%
Unique to Kotak Banking and Financial Se
- BSE LTD2.44%
- POONAWALLA FINCORP LIMITED2.34%
Sector Overlap Breakdown
Banks48.5% (10)
Finance10.8% (3)
Capital Markets2.9% (4)
Insurance2.3% (1)
More comparisons for ADITYA BIRLA SUN LIFE BANKING
- vs HDFC Banking & Financial Servi70.6% · 19 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 18 stocks
- vs Mirae Asset Nifty Financial Se61.3% · 11 stocks
- vs TATA NIFTY FINANCIAL SERVICES 61.3% · 11 stocks
- vs TATA BANKING & FINANCIAL SERVI60.9% · 16 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs HDFC Banking & Financial Servi63.2% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.