Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth vs HSBC Credit Risk Fund - Direct Growth — portfolio overlap
12.89% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
12.89%
Stocks held by both
8
Only in Aditya Birla Sun Life Mutual Fund's fund
48
Only in HSBC Mutual Fund's fund
21
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold
| Stock | Sector | In Aditya Birla Sun Life Mutual Fund's | In HSBC Mutual Fund's | Shared |
|---|---|---|---|---|
| JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC | Materials | 3.62% | 5.90% | 3.62% |
| GMR AIRPORTS LIMITED 5 BD 13FB27 FVRS1LAC | Industrials | 3.44% | 3.54% | 3.44% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26A 6.66 BD 12OT28 FVRS1LAC | Financial | 2.15% | 2.28% | 2.15% |
| VEDANTA LIMITED SR II 9.45 NCD 05JU28 FVRS1LAC | Materials | 1.90% | 3.39% | 1.90% |
| Cube Highways Trust | Industrials | 1.43% | 1.12% | 1.12% |
| Raajmarg Infra Investment Trust | Industrials | 0.38% | 1.20% | 0.38% |
| Others Class A2 AIF | Unspecified | 0.27% | 0.42% | 0.27% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | 0.02% | 1.09% | 0.02% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 59 and 30 holdings respectively — not live positions.