ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND vs IB35-Groww Nifty 500 Momentum 50 ETF

ABSL vs Groww· Portfolio Overlap Analysis

67.9%High Overlap

36 common stocksRank #3404 / 5,000

Investor takeaway: These funds overlap 67.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (36)

Stock	Wt% in ADITYA BIRLA SUN LIFE BSE 500	Wt% in IB35-Groww Nifty 500 Momentum	Overlap
Shriram Finance Ltd Finance	4.92%	5.42%	4.92%
Eicher Motors Limited Automobiles	4.23%	5.35%	4.23%
Bajaj Finance Limited Finance	3.76%	4.94%	3.76%
TVS Motor Company Limited Automobiles	4.10%	3.74%	3.74%
Maruti Suzuki India Limited Automobiles	3.54%	4.43%	3.54%
Bharti Airtel Limited Telecom - Services	3.47%	4.43%	3.47%
Hero MotoCorp Limited Automobiles	3.36%	3.35%	3.35%
InterGlobe Aviation Limited Transport Services	3.83%	3.24%	3.24%
Multi Commodity Exchange of India Limited Capital Markets	3.14%	2.75%	2.75%
AU Small Finance Bank Limited Banks	3.16%	2.51%	2.51%
Laurus Labs Limited Pharmaceuticals & Biotechnology	2.75%	2.44%	2.44%
Muthoot Finance Limited Finance	2.64%	2.43%	2.43%
Canara Bank Banks	2.93%	2.21%	2.21%
Cholamandalam Investment and Finance Company Limited Finance	3.07%	1.96%	1.96%
Max Financial Services Limited Insurance	2.91%	1.84%	1.84%
Fortis Healthcare Limited Healthcare Services	2.07%	1.78%	1.78%
One 97 Communications Limited Financial Technology (Fintech)	1.82%	1.74%	1.74%
L&T Finance Limited Finance	1.70%	1.89%	1.70%
GE Vernova T&D India Ltd Electrical Equipment	2.30%	1.68%	1.68%
Indian Bank Banks	1.95%	1.65%	1.65%
FSN E-Commerce Ventures Limited Retailing	2.07%	1.61%	1.61%
Aditya Birla Capital Limited Finance	1.85%	1.60%	1.60%
UPL Limited Fertilizers & Agrochemicals	1.71%	1.27%	1.27%
Mahindra & Mahindra Financial Services Limited Finance	1.16%	1.08%	1.08%
RBL Bank Limited Banks	1.38%	1.03%	1.03%
Navin Fluorine International Limited Chemicals & Petrochemicals	1.34%	1.02%	1.02%
Hitachi Energy India Limited Electrical Equipment	1.60%	0.98%	0.98%
City Union Bank Limited Banks	1.04%	0.88%	0.88%
Manappuram Finance Limited Finance	1.09%	0.65%	0.65%
FORCE MOTORS LTD FORCE MOTORS LTD Automobiles	0.85%	0.58%	0.58%
Anand Rathi Wealth Limited Capital Markets	0.51%	0.58%	0.51%
Aster DM Healthcare Limited Healthcare Services	0.61%	0.46%	0.46%
Asahi India Glass Limited Auto Components	0.50%	0.42%	0.42%
Narayana Hrudayalaya Limited Healthcare Services	0.59%	0.38%	0.38%
PTC Industries Limited Industrial Products	0.44%	0.31%	0.31%
CHOICE INTERNATIONAL LTD Finance	0.32%	0.19%	0.19%

Unique to ADITYA BIRLA SUN LIFE BSE 500

Bharat Electronics Limited4.38%
SBI Life Insurance Company Limited3.86%
Bajaj Finserv Limited3.68%

Unique to IB35-Groww Nifty 500 Momentum

Mahindra & Mahindra Limited4.65%
Hindalco Industries Limited4.57%
Asian Paints Limited4.04%

Sector Overlap Breakdown

Finance

18.3% (9)

Automobiles

15.4% (5)

Banks

8.3% (5)

Telecom - Services

3.5% (1)

Capital Markets

3.3% (2)

Transport Services

3.2% (1)

Electrical Equipment

2.7% (2)

Healthcare Services

2.6% (3)

Pharmaceuticals & Biotechnology

2.4% (1)

Insurance

1.8% (1)

Financial Technology (Fintech)

1.7% (1)

Retailing

1.6% (1)

Fertilizers & Agrochemicals

1.3% (1)

Chemicals & Petrochemicals

1.0% (1)

Auto Components

0.4% (1)

Industrial Products

0.3% (1)

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