Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Aditya Birla Sun Life BSE India Infrastructure Index Fund-Direct Growth vs Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth

Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.

Portfolio overlap
4.68%
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 — 2 stocks appear in both funds.

Stocks held by both funds

StockSectorAditya Birla Sun Life BSE India Infrastructure Index Fund-Direct GrowthAditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct GrowthOverlap
Adani Power LimitedPower4.53%3.86%3.86%
Great Eastern Shipping Co Ltd/TheTransport Services1.01%0.82%0.82%
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