ADITYA BIRLA SUN LIFE NIFTY 50 EQUAL WEIGHT INDEX FUND vs Kotak Nifty 50 Equal Weight Index Fund
ABSL vs Kotak· Portfolio Overlap Analysis
99.7%High Overlap
50 common stocksRank #1228 / 5,000
Investor takeaway: These funds overlap 99.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (50)
| Stock | Wt% in ADITYA BIRLA SUN LIFE NIFTY 50 | Wt% in Kotak Nifty 50 Equal Weight In | Overlap |
|---|---|---|---|
Tata Steel Limited Ferrous Metals | 2.51% | 2.51% | 2.51% |
State Bank of India Banks | 2.49% | 2.49% | 2.49% |
Oil & Natural Gas Corporation Limited Oil | 2.39% | 2.38% | 2.38% |
NTPC Limited Power | 2.36% | 2.36% | 2.36% |
JSW Steel Limited Ferrous Metals | 2.31% | 2.31% | 2.31% |
Axis Bank Limited Banks | 2.26% | 2.25% | 2.25% |
Power Grid Corporation of India Limited Power | 2.25% | 2.25% | 2.25% |
Shriram Finance Ltd Finance | 2.25% | 2.25% | 2.25% |
Bharat Electronics Limited Aerospace & Defense | 2.24% | 2.23% | 2.23% |
Bajaj Auto Limited Automobiles | 2.20% | 2.20% | 2.20% |
Eicher Motors Limited Automobiles | 2.19% | 2.19% | 2.19% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.19% | 2.19% | 2.19% |
Titan Company Limited Consumer Durables | 2.17% | 2.17% | 2.17% |
UltraTech Cement Limited Cement & Cement Products | 2.15% | 2.15% | 2.15% |
Coal India Limited Consumable Fuels | 2.15% | 2.14% | 2.14% |
Tata Motors Passenger Vehicles Limited Automobiles | 2.14% | 2.13% | 2.13% |
Hindalco Industries Limited Non - Ferrous Metals | 2.12% | 2.12% | 2.12% |
Larsen & Toubro Limited Construction | 2.12% | 2.11% | 2.11% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.05% | 2.05% | 2.05% |
ICICI Bank Limited Banks | 2.05% | 2.04% | 2.04% |
Max Healthcare Institute Limited Healthcare Services | 2.04% | 2.03% | 2.03% |
Nestle India Limited Food Products | 2.03% | 2.03% | 2.03% |
Dr. Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 2.03% | 2.03% | 2.03% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.02% | 2.02% | 2.02% |
SBI Life Insurance Company Limited Insurance | 2.02% | 2.02% | 2.02% |
Hindustan Unilever Limited Diversified FMCG | 2.01% | 2.01% | 2.01% |
Bajaj Finance Limited Finance | 1.99% | 1.99% | 1.99% |
Grasim Industries Limited Cement & Cement Products | 1.99% | 1.99% | 1.99% |
Bajaj Finserv Limited Finance | 1.98% | 1.98% | 1.98% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.94% | 1.94% | 1.94% |
Adani Enterprises Limited Metals & Minerals Trading | 1.94% | 1.94% | 1.94% |
Kotak Mahindra Bank Limited Banks | 1.92% | 1.92% | 1.92% |
HDFC Life Insurance Company Limited Insurance | 1.91% | 1.91% | 1.91% |
InterGlobe Aviation Limited Transport Services | 1.91% | 1.90% | 1.90% |
Mahindra & Mahindra Limited Automobiles | 1.88% | 1.87% | 1.87% |
Trent Limited Retailing | 1.82% | 1.82% | 1.82% |
Cipla Limited Pharmaceuticals & Biotechnology | 1.79% | 1.79% | 1.79% |
Maruti Suzuki India Limited Automobiles | 1.79% | 1.79% | 1.79% |
HDFC Bank Limited Banks | 1.79% | 1.79% | 1.79% |
Reliance Industries Limited Petroleum Products | 1.79% | 1.79% | 1.79% |
Bharti Airtel Limited Telecom - Services | 1.79% | 1.78% | 1.78% |
Eternal Limited Retailing | 1.75% | 1.75% | 1.75% |
Asian Paints Limited Consumer Durables | 1.73% | 1.73% | 1.73% |
Jio Financial Services Limited Finance | 1.72% | 1.72% | 1.72% |
Tech Mahindra Limited IT - Software | 1.69% | 1.68% | 1.68% |
HCL Technologies Limited IT - Software | 1.68% | 1.67% | 1.67% |
Tata Consultancy Services Limited IT - Software | 1.61% | 1.61% | 1.61% |
Infosys Limited IT - Software | 1.57% | 1.57% | 1.57% |
ITC Limited Diversified FMCG | 1.55% | 1.55% | 1.55% |
Wipro Limited IT - Software | 1.51% | 1.51% | 1.51% |
Unique to ADITYA BIRLA SUN LIFE NIFTY 50
All top holdings are shared with the other fund.
Unique to Kotak Nifty 50 Equal Weight In
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks10.5% (5)
Automobiles10.2% (5)
IT - Software8.0% (5)
Finance7.9% (4)
Pharmaceuticals & Biotechnology5.8% (3)
Ferrous Metals4.8% (2)
Power4.6% (2)
Healthcare Services4.2% (2)
Cement & Cement Products4.1% (2)
Insurance3.9% (2)
Consumer Durables3.9% (2)
Retailing3.6% (2)
Diversified FMCG3.6% (2)
Oil2.4% (1)
Aerospace & Defense2.2% (1)
Consumable Fuels2.1% (1)
Non - Ferrous Metals2.1% (1)
Construction2.1% (1)
Transport Infrastructure2.0% (1)
Food Products2.0% (1)
Agricultural Food & other Products1.9% (1)
Metals & Minerals Trading1.9% (1)
Transport Services1.9% (1)
Petroleum Products1.8% (1)
Telecom - Services1.8% (1)
More comparisons for ADITYA BIRLA SUN LIFE NIFTY 50
- vs DSP Nifty 50 Equal Weight Inde99.8% · 50 stocks
- vs DSP Nifty 50 Equal Weight ETF99.8% · 50 stocks
- vs HDFC NIFTY50 Equal weight Inde99.8% · 50 stocks
- vs Mirae Asset Nifty50 Equal Weig99.8% · 50 stocks
- vs Motilal Oswal Nifty 50 Equal W99.8% · 50 stocks
More comparisons for Kotak Nifty 50 Equal Weight In
- vs DSP Nifty 50 Equal Weight Inde99.7% · 50 stocks
- vs DSP Nifty 50 Equal Weight ETF99.7% · 50 stocks
- vs HDFC NIFTY50 Equal weight Inde99.7% · 50 stocks
- vs Mirae Asset Nifty50 Equal Weig99.7% · 50 stocks
- vs Motilal Oswal Nifty 50 Equal W99.7% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.