Fund overlap

Aditya Birla Sun Life Focused Fund vs SBI FOCUSED FUND

Fund A

Aditya Birla Sun Life Focused Fund

Aditya Birla Sun Life Focused Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - Focused Fund) · Aditya Birla Sun Life Mutual Fund

Fund B

SBI FOCUSED FUND

SBI FOCUSED FUND - Direct Plan - Growth

Open Ended Schemes(Equity Scheme - Focused Fund) · SBI Mutual Fund

Overlap

16.9%

Shared holdings
8
Holdings in A
31
Holdings in B
30

Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.

Shared holdings

All 8 shared holdings, ordered by the smaller of the two weights.

HoldingAditya Birla Sun Life Focused FundSBI FOCUSED FUND
TREPS6.60%7.64%
ICICI Bank Ltd.5.71%7.11%
Bajaj Finance Ltd.4.09%8.99%
State Bank of India3.63%5.16%
Bharti Airtel Ltd.3.39%4.90%
Adani Energy Solutions Ltd.3.05%3.93%
Sona Blw Precision Forgings Ltd.2.49%3.14%
Margin amount for Derivative positions0.80%0.03%

Data as of 30 Sept 2026

Method: weighted Jaccard

Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.