ADITYA BIRLA SUN LIFE PSU EQUITY FUND vs Kotak BSE PSU Index Fund
ABSL vs Kotak· Portfolio Overlap Analysis
71.6%High Overlap
27 common stocksRank #2895 / 5,000
Investor takeaway: These funds overlap 71.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (27)
| Stock | Wt% in ADITYA BIRLA SUN LIFE PSU EQUI | Wt% in Kotak BSE PSU Index | Overlap |
|---|---|---|---|
State Bank of India Banks | 20.19% | 21.51% | 20.19% |
NTPC Limited Power | 8.28% | 7.81% | 7.81% |
Power Grid Corporation of India Limited Power | 6.05% | 5.86% | 5.86% |
Bharat Electronics Limited Aerospace & Defense | 5.22% | 6.86% | 5.22% |
Oil & Natural Gas Corporation Limited Oil | 4.88% | 4.70% | 4.70% |
Bharat Petroleum Corporation Limited Petroleum Products | 4.17% | 3.24% | 3.24% |
Coal India Limited Consumable Fuels | 2.89% | 4.23% | 2.89% |
Bank of Baroda Banks | 4.31% | 2.58% | 2.58% |
Indian Oil Corporation Limited Petroleum Products | 2.36% | 2.97% | 2.36% |
Hindustan Aeronautics Limited Aerospace & Defense | 2.15% | 3.16% | 2.15% |
GAIL (India) Limited Gas | 4.70% | 1.97% | 1.97% |
Bharat Heavy Electricals Limited Electrical Equipment | 4.26% | 1.47% | 1.47% |
NMDC Limited Minerals & Mining | 3.11% | 1.21% | 1.21% |
Oil India Limited Oil | 1.54% | 1.12% | 1.12% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.09% | 1.81% | 1.09% |
Steel Authority of India Limited Ferrous Metals | 1.09% | 1.03% | 1.03% |
National Aluminium Company Limited Non - Ferrous Metals | 1.03% | 1.38% | 1.03% |
Power Finance Corporation Limited Finance | 0.98% | 2.58% | 0.98% |
Bank of India Banks | 4.11% | 0.93% | 0.93% |
Life Insurance Corp of India Insurance | 1.46% | 0.69% | 0.69% |
Punjab National Bank Banks | 0.69% | 1.92% | 0.69% |
Bank of Maharashtra Banks | 4.08% | 0.50% | 0.50% |
Container Corporation of India Limited Transport Services | 0.48% | 0.73% | 0.48% |
Indian Railway Catering & Tourism Corporation Limited Leisure Services | 0.44% | 0.75% | 0.44% |
REC Limited Finance | 0.42% | 1.87% | 0.42% |
Gujarat Gas Limited Gas | 0.41% | 0.30% | 0.30% |
BEML Limited Agricultural Commercial & Construction Vehicles | 0.58% | 0.28% | 0.28% |
Unique to ADITYA BIRLA SUN LIFE PSU EQUI
All top holdings are shared with the other fund.
Unique to Kotak BSE PSU Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks24.9% (5)
Power13.7% (2)
Aerospace & Defense7.4% (2)
Petroleum Products6.7% (3)
Oil5.8% (2)
Consumable Fuels2.9% (1)
Gas2.3% (2)
Electrical Equipment1.5% (1)
Finance1.4% (2)
Minerals & Mining1.2% (1)
Ferrous Metals1.0% (1)
Non - Ferrous Metals1.0% (1)
Insurance0.7% (1)
Transport Services0.5% (1)
Leisure Services0.4% (1)
Agricultural Commercial & Construction Vehicles0.3% (1)
More comparisons for ADITYA BIRLA SUN LIFE PSU EQUI
- vs SBI PSU65.5% · 17 stocks
More comparisons for Kotak BSE PSU Index
- vs ICICI PRUDENTIAL PSU EQUITY61.8% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.