ADITYA BIRLA SUN LIFE BSE 500 MOMENTUM 50 INDEX FUND vs Kotak Nifty 500 Momentum 50 Index Fund
ABSL vs Kotak· Portfolio Overlap Analysis
67.9%High Overlap
36 common stocksRank #3406 / 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 Kotak Nifty 500 Momentum 50 In | Overlap |
|---|---|---|---|
Shriram Finance Ltd Finance | 4.92% | 5.41% | 4.92% |
Eicher Motors Limited Automobiles | 4.23% | 5.34% | 4.23% |
Bajaj Finance Limited Finance | 3.76% | 4.93% | 3.76% |
TVS Motor Company Limited Automobiles | 4.10% | 3.73% | 3.73% |
Maruti Suzuki India Limited Automobiles | 3.54% | 4.43% | 3.54% |
Bharti Airtel Limited Telecom - Services | 3.47% | 4.42% | 3.47% |
Hero MotoCorp Limited Automobiles | 3.36% | 3.35% | 3.35% |
InterGlobe Aviation Limited Transport Services | 3.83% | 3.23% | 3.23% |
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% | 2.43% | 2.43% |
Muthoot Finance Limited Finance | 2.64% | 2.42% | 2.42% |
Canara Bank Banks | 2.93% | 2.21% | 2.21% |
Cholamandalam Investment and Finance Company Limited Finance | 3.07% | 1.95% | 1.95% |
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% | 1.88% | 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% | 1.60% | 1.60% |
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% | 0.99% | 0.99% |
City Union Bank Limited Banks | 1.04% | 0.87% | 0.87% |
Manappuram Finance Limited Finance | 1.09% | 0.65% | 0.65% |
FORCE MOTORS LTD FORCE MOTORS LTD Automobiles | 0.85% | 0.59% | 0.59% |
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 Kotak Nifty 500 Momentum 50 In
- Mahindra & Mahindra Ltd.4.64%
- Hindalco Industries Ltd.4.56%
- Asian Paints(India) Ltd.4.03%
Sector Overlap Breakdown
Finance18.3% (9)
Automobiles15.4% (5)
Banks8.3% (5)
Telecom - Services3.5% (1)
Capital Markets3.3% (2)
Transport Services3.2% (1)
Electrical Equipment2.7% (2)
Healthcare Services2.6% (3)
Pharmaceuticals & Biotechnology2.4% (1)
Insurance1.8% (1)
Financial Technology (Fintech)1.7% (1)
Retailing1.6% (1)
Fertilizers & Agrochemicals1.3% (1)
Chemicals & Petrochemicals1.0% (1)
Auto Components0.4% (1)
Industrial Products0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.