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Aditya Birla Sun Life Balanced Advantage Fund vs Axis Balanced Advantage Fund
Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.
Portfolio overlap
32.37%
meaningful overlap
What this means
A substantial share of your money would sit in the same stocks through both funds. Worth knowing before treating them as diversification. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 53 stocks appear in both funds.
Stocks held by both funds
| Stock | Sector | Aditya Birla Sun Life Balanced Advantage Fund | Axis Balanced Advantage Fund | Overlap |
|---|---|---|---|---|
| ICICI Bank Limited | Banks | 4.33% | 5.25% | 4.33% |
| HDFC Bank Limited | Banks | 3.12% | 5.96% | 3.12% |
| Reliance Industries Limited | Petroleum Products | 2.33% | 5.16% | 2.33% |
| State Bank of India | Banks | 2.15% | 3.84% | 2.15% |
| Kotak Mahindra Bank Limited | Banks | 2.73% | 2.08% | 2.08% |
| Infosys Limited | IT - Software | 1.55% | 3.00% | 1.55% |
| Bharti Airtel Limited | Telecom - Services | 1.34% | 2.31% | 1.34% |
| Larsen & Toubro Limited | Construction | 1.05% | 2.81% | 1.05% |
| Mahindra & Mahindra Limited | Automobiles | 0.95% | 2.51% | 0.95% |
| SBI Life Insurance Company Limited | Insurance | 0.94% | 0.92% | 0.92% |
| Axis Bank Limited | Banks | 1.94% | 0.87% | 0.87% |
| 8.52% Muthoot Finance Limited (07/04/2028) ** | CRISIL AA+ | 0.79% | 1.12% | 0.79% |
| Samvardhana Motherson International Limited | Auto Components | 1.16% | 0.78% | 0.78% |
| Tech Mahindra Limited | IT - Software | 1.54% | 0.77% | 0.77% |
| Apollo Hospitals Enterprise Limited | Healthcare Services | 0.71% | 1.49% | 0.71% |
| Shriram Finance Ltd | Finance | 0.71% | 0.81% | 0.71% |
| Eternal Limited | Retailing | 0.68% | 0.95% | 0.68% |
| Sona BLW Precision Forgings Limited | Auto Components | 1.33% | 0.62% | 0.62% |
| Bajaj Finance Limited | Finance | 0.65% | 0.61% | 0.61% |
| 7.50% Cholamandalam Investment and Finance Company Limited (30/09/2026) ** | Finance | 1.59% | 0.56% | 0.56% |
| United Spirits Limited | Beverages | 0.96% | 0.46% | 0.46% |
| CG Power and Industrial Solutions Limited | Electrical Equipment | 0.40% | 0.62% | 0.40% |
| Hindalco Industries Limited | Non - Ferrous Metals | 1.22% | 0.39% | 0.39% |
| Asian Paints Limited | Consumer Durables | 0.77% | 0.38% | 0.38% |
| Vijaya Diagnostic Centre Limited | Healthcare Services | 0.36% | 0.61% | 0.36% |
Full head-to-head comparison Aditya Birla Sun Life Balanced Advantage Fund: full analysis Axis Balanced Advantage Fund: full analysis
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