Fund overlap

Aditya Birla Sun Life Focused Fund vs HDFC Banking & Financial Services 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

HDFC Banking & Financial Services Fund

HDFC Banking & Financial Services Fund - Direct Plan - IDCW Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · HDFC Mutual Fund

Overlap

18.6%

Shared holdings
8
Holdings in A
31
Holdings in B
38

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 FundHDFC Banking & Financial Services Fund
ICICI Bank Ltd.5.71%13.85%
HDFC Bank Ltd.5.21%12.89%
Bajaj Finance Ltd.4.09%3.96%
Shriram Finance Ltd.3.76%4.22%
State Bank of India3.63%6.07%
Axis Bank Ltd.3.51%7.76%
SBI Life Insurance Co. Ltd.3.24%3.72%
AU Small Finance Bank Ltd.3.08%2.40%

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.