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BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH vs Aditya Birla Sun Life Balanced Advantage Fund

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

Portfolio overlap
29.20%
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 — 39 stocks appear in both funds.

Stocks held by both funds

StockSectorBANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHAditya Birla Sun Life Balanced Advantage FundOverlap
ICICI Bank LimitedBanks3.81%4.33%3.81%
Reliance Industries LimitedPetroleum Products3.82%2.33%2.33%
State Bank of IndiaBanks1.99%2.15%1.99%
HDFC Bank LimitedBanks1.82%3.12%1.82%
IndiGrid Infrastructure TrustPower1.51%2.37%1.51%
Bharti Airtel LimitedTelecom - Services2.11%1.34%1.34%
Axis Bank LimitedBanks1.33%1.94%1.33%
Hindalco Industries LimitedNon - Ferrous Metals1.10%1.22%1.10%
Kotak Mahindra Bank LimitedBanks1.05%2.73%1.05%
Larsen & Toubro LimitedConstruction1.31%1.05%1.05%
8.95% Vedanta Limited (16/03/2029) **CRISIL AA+1.14%0.95%0.95%
Mahindra & Mahindra LimitedAutomobiles1.12%0.95%0.95%
Adani Ports and Special Economic Zone LimitedTransport Infrastructure1.91%0.90%0.90%
Infosys LimitedIT - Software0.87%1.55%0.87%
Shriram Finance LimitedFinance2.10%0.71%0.71%
Tech Mahindra LimitedIT - Software0.70%1.54%0.70%
Adani Enterprises LimitedMetals & Minerals Trading0.69%1.60%0.69%
Eternal LimitedRetailing1.14%0.68%0.68%
Bajaj Finance LimitedFinance1.34%0.65%0.65%
UltraTech Cement LimitedCement & Cement Products0.60%0.62%0.60%
HCL Technologies LimitedIT - Software0.59%0.92%0.59%
6.48% Government of India (06/10/2035)SOV0.83%0.57%0.57%
SBI Life Insurance Company LimitedInsurance0.53%0.94%0.53%
Asian Paints LimitedConsumer Durables0.48%0.77%0.48%
Apollo Hospitals Enterprise LimitedHealthcare Services0.46%0.71%0.46%
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