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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
30.09%
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 — 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 LimitedBanks3.73%4.33%3.73%
HDFC Bank LimitedBanks2.84%3.12%2.84%
Reliance Industries LimitedPetroleum Products4.01%2.33%2.33%
State Bank of IndiaBanks2.00%2.15%2.00%
IndiGrid Infrastructure TrustPower1.57%2.37%1.57%
Axis Bank LimitedBanks1.42%1.94%1.42%
Bharti Airtel LimitedTelecom - Services2.23%1.34%1.34%
Hindalco Industries LimitedNon - Ferrous Metals1.07%1.22%1.07%
Larsen & Toubro LimitedConstruction1.39%1.05%1.05%
Kotak Mahindra Bank LimitedBanks1.02%2.73%1.02%
8.95% Vedanta Aluminium Metal Limited (16/03/2029) **CRISIL AA1.19%0.95%0.95%
Mahindra & Mahindra LimitedAutomobiles1.08%0.95%0.95%
Adani Ports and Special Economic Zone LimitedTransport Infrastructure2.25%0.90%0.90%
Infosys LimitedIT - Software0.80%1.55%0.80%
Adani Enterprises LimitedMetals & Minerals Trading0.75%1.60%0.75%
Shriram Finance LimitedFinance2.04%0.71%0.71%
Eternal LimitedRetailing0.95%0.68%0.68%
Bajaj Finance LimitedFinance1.32%0.65%0.65%
Tech Mahindra LimitedIT - Software0.62%1.54%0.62%
UltraTech Cement LimitedCement & Cement Products0.61%0.62%0.61%
6.48% Government of India (06/10/2035)SOV0.87%0.57%0.57%
SBI Life Insurance Company LimitedInsurance0.56%0.94%0.56%
HCL Technologies LimitedIT - Software0.50%0.92%0.50%
Asian Paints LimitedConsumer Durables0.49%0.77%0.49%
Apollo Hospitals Enterprise LimitedHealthcare Services0.46%0.71%0.46%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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