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Aditya Birla Sun Life Nifty 50 Index Fund vs Axis Nifty 50 Index Fund

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

Portfolio overlap
96.31%
largely the same portfolio
What this means

At this level the two funds are near-substitutes — holding both mostly means paying two expense ratios for one set of stocks. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 50 stocks appear in both funds.

Stocks held by both funds

StockSectorAditya Birla Sun Life Nifty 50 Index FundAxis Nifty 50 Index FundOverlap
HDFC Bank LimitedBanks11.14%10.75%10.75%
ICICI Bank LimitedBanks8.98%8.22%8.22%
Reliance Industries LimitedPetroleum Products7.97%8.80%7.97%
Bharti Airtel LimitedTelecom - Services5.13%5.27%5.13%
Larsen & Toubro LimitedConstruction4.42%4.29%4.29%
State Bank of IndiaBanks3.87%4.04%3.87%
Axis Bank LimitedBanks3.52%3.31%3.31%
Infosys LimitedIT - Software3.20%3.77%3.20%
Kotak Mahindra Bank LimitedBanks2.63%2.57%2.57%
ITC LimitedDiversified FMCG2.52%2.76%2.52%
Mahindra & Mahindra LimitedAutomobiles2.50%2.52%2.50%
Bajaj Finance LimitedFinance2.45%2.28%2.28%
Tata Consultancy Services LimitedIT - Software1.89%2.30%1.89%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology1.80%1.74%1.74%
Hindustan Unilever LimitedDiversified FMCG1.71%1.82%1.71%
Titan Company LimitedConsumer Durables1.66%1.65%1.65%
Eternal LimitedRetailing1.74%1.62%1.62%
Maruti Suzuki India LimitedAutomobiles1.68%1.59%1.59%
NTPC LimitedPower1.54%1.72%1.54%
Tata Steel LimitedFerrous Metals1.42%1.59%1.42%
Bharat Electronics LimitedAerospace & Defense1.34%1.41%1.34%
Hindalco Industries LimitedNon - Ferrous Metals1.26%1.37%1.26%
UltraTech Cement LimitedCement & Cement Products1.21%1.25%1.21%
Shriram Finance LtdFinance1.33%1.20%1.20%
Power Grid Corporation of India LimitedPower1.18%1.31%1.18%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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