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

Aditya Birla Sun Life Nifty 50 Index Fund vs Axis Nifty 500 Index Fund

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

Portfolio overlap
56.72%
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 — 50 stocks appear in both funds.

Stocks held by both funds

StockSectorAditya Birla Sun Life Nifty 50 Index FundAxis Nifty 500 Index FundOverlap
HDFC Bank LimitedBanks11.14%6.09%6.09%
Reliance Industries LimitedPetroleum Products7.97%4.98%4.98%
ICICI Bank LimitedBanks8.98%4.65%4.65%
Bharti Airtel LimitedTelecom - Services5.13%2.98%2.98%
Larsen & Toubro LimitedConstruction4.42%2.43%2.43%
State Bank of IndiaBanks3.87%2.28%2.28%
Infosys LimitedIT - Software3.20%2.14%2.14%
Axis Bank LimitedBanks3.52%1.88%1.88%
ITC LimitedDiversified FMCG2.52%1.56%1.56%
Kotak Mahindra Bank LimitedBanks2.63%1.45%1.45%
Mahindra & Mahindra LimitedAutomobiles2.50%1.43%1.43%
Tata Consultancy Services LimitedIT - Software1.89%1.30%1.30%
Bajaj Finance LimitedFinance2.45%1.29%1.29%
Hindustan Unilever LimitedDiversified FMCG1.71%1.03%1.03%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology1.80%0.99%0.99%
NTPC LimitedPower1.54%0.98%0.98%
Titan Company LimitedConsumer Durables1.66%0.93%0.93%
Eternal LimitedRetailing1.74%0.92%0.92%
Maruti Suzuki India LimitedAutomobiles1.68%0.90%0.90%
Tata Steel LimitedFerrous Metals1.42%0.90%0.90%
Bharat Electronics LimitedAerospace & Defense1.34%0.80%0.80%
Hindalco Industries LimitedNon - Ferrous Metals1.26%0.77%0.77%
Power Grid Corporation of India LimitedPower1.18%0.74%0.74%
UltraTech Cement LimitedCement & Cement Products1.21%0.71%0.71%
Shriram Finance LtdFinance1.33%0.68%0.68%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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