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BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH vs Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth
Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.
Portfolio overlap
33.70%
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 — 32 stocks appear in both funds.
Stocks held by both funds
| Stock | Sector | BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH | Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth | Overlap |
|---|---|---|---|---|
| Reliance Industries Limited | Petroleum Products | 3.82% | 4.35% | 3.82% |
| ICICI Bank Limited | Banks | 3.81% | 5.71% | 3.81% |
| Bharti Airtel Limited | Telecom - Services | 2.11% | 5.00% | 2.11% |
| Shriram Finance Limited | Finance | 2.10% | 2.14% | 2.10% |
| State Bank of India | Banks | 1.99% | 2.50% | 1.99% |
| HDFC Bank Limited | Banks | 1.82% | 7.62% | 1.82% |
| Titan Company Limited | Consumer Durables | 1.41% | 1.43% | 1.41% |
| NTPC Limited | Power | 1.48% | 1.38% | 1.38% |
| Bajaj Finance Limited | Finance | 1.34% | 2.83% | 1.34% |
| Axis Bank Limited | Banks | 1.33% | 2.78% | 1.33% |
| Larsen & Toubro Limited | Construction | 1.31% | 2.38% | 1.31% |
| ITC Limited | Diversified FMCG | 1.40% | 1.30% | 1.30% |
| Bharat Electronics Limited | Aerospace & Defense | 1.19% | 1.63% | 1.19% |
| Eternal Limited | Retailing | 1.14% | 1.66% | 1.14% |
| Sun Pharmaceutical Industries Limited | Pharmaceuticals & Biotechnology | 0.79% | 1.76% | 0.79% |
| Bajaj Auto Limited | Automobiles | 0.64% | 3.41% | 0.64% |
| UltraTech Cement Limited | Cement & Cement Products | 0.60% | 2.54% | 0.60% |
| HCL Technologies Limited | IT - Software | 0.59% | 0.88% | 0.59% |
| Hindustan Unilever Limited | Diversified FMCG | 0.56% | 2.90% | 0.56% |
| Divi's Laboratories Limited | Pharmaceuticals & Biotechnology | 0.49% | 2.97% | 0.49% |
| Infosys Limited | IT - Software | 0.87% | 0.49% | 0.49% |
| Asian Paints Limited | Consumer Durables | 0.48% | 0.86% | 0.48% |
| JSW Steel Limited | Ferrous Metals | 0.48% | 0.84% | 0.48% |
| Trent Limited | Retailing | 0.46% | 0.57% | 0.46% |
| Tata Steel Limited | Ferrous Metals | 0.39% | 2.34% | 0.39% |
Full head-to-head comparison BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH: full analysis Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth: full analysis
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