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Aditya Birla Sun Life Balanced Advantage Fund vs Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.
Portfolio overlap
26.86%
fairly distinct portfolios
What this means
Most of each fund's money is in stocks the other doesn't hold — the pair adds genuine variety at the stock level. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 31 stocks appear in both funds.
Stocks held by both funds
| Stock | Sector | Aditya Birla Sun Life Balanced Advantage Fund | Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth | Overlap |
|---|---|---|---|---|
| ICICI Bank Limited | Banks | 4.33% | 5.71% | 4.33% |
| HDFC Bank Limited | Banks | 3.12% | 7.62% | 3.12% |
| Reliance Industries Limited | Petroleum Products | 2.33% | 4.35% | 2.33% |
| State Bank of India | Banks | 2.15% | 2.50% | 2.15% |
| Axis Bank Limited | Banks | 1.94% | 2.78% | 1.94% |
| Bharti Airtel Limited | Telecom - Services | 1.34% | 5.00% | 1.34% |
| The Federal Bank Limited | Banks | 1.36% | 1.31% | 1.31% |
| Samvardhana Motherson International Limited | Auto Components | 1.16% | 1.24% | 1.16% |
| Larsen & Toubro Limited | Construction | 1.05% | 2.38% | 1.05% |
| United Spirits Limited | Beverages | 0.96% | 1.09% | 0.96% |
| HCL Technologies Limited | IT - Software | 0.92% | 0.88% | 0.88% |
| Asian Paints Limited | Consumer Durables | 0.77% | 0.86% | 0.77% |
| Shriram Finance Ltd | Finance | 0.71% | 2.14% | 0.71% |
| Eternal Limited | Retailing | 0.68% | 1.66% | 0.68% |
| Bajaj Finance Limited | Finance | 0.65% | 2.83% | 0.65% |
| Adani Power Limited | Power | 0.83% | 0.63% | 0.63% |
| UltraTech Cement Limited | Cement & Cement Products | 0.62% | 2.54% | 0.62% |
| Infosys Limited | IT - Software | 1.55% | 0.49% | 0.49% |
| ITC Limited | Diversified FMCG | 0.29% | 1.30% | 0.29% |
| Sun Pharmaceutical Industries Limited | Pharmaceuticals & Biotechnology | 0.28% | 1.76% | 0.28% |
| Kotak Mahindra Bank Limited | Banks | 2.73% | 0.25% | 0.25% |
| Mahindra & Mahindra Limited | Automobiles | 0.95% | 0.25% | 0.25% |
| NTPC Limited | Power | 0.23% | 1.38% | 0.23% |
| SBI Life Insurance Company Limited | Insurance | 0.94% | 0.21% | 0.21% |
| TATA MOTORS PASSENGER VEHICL | Automobiles | 0.08% | 1.07% | 0.08% |
Full head-to-head comparison Aditya Birla Sun Life Balanced Advantage Fund: full analysis Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth: full analysis
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