Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan vs Axis Liquid Fund - Direct Plan - Growth Option — portfolio overlap

34.82% of these two portfolios is the same. A substantial shared core, which is normal for two funds in the same category — they are drawing from the same universe. The part that differs is what you are actually paying the second manager for.

Portfolio overlap

34.82%

Stocks held by both

64

Only in Aditya Birla Sun Life Mutual Fund's fund

151

Only in Axis Mutual Fund's fund

68

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— top 25 of 64, by shared weight

StockSectorIn Aditya Birla Sun Life Mutual Fund'sIn Axis Mutual Fund'sShared
UNION BANK OF INDIA CD 04SEP26Financial1.55%3.91%1.55%
CENTRAL BANK OF INDIA CD 10AUG26Financial1.25%2.78%1.25%
Bank of Baroda (14/08/2026) ** #Financial1.56%1.22%1.22%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.44 BD 04SP26 FVRS1LACFinancial1.17%2.20%1.17%
UNION BANK OF INDIA CD 23SEP26Financial1.16%1.44%1.16%
GOVERNMENT OF INDIA 37423 091 DAYS TBILL 06AG26 FV RS 100Financial3.36%1.11%1.11%
GOVERNMENT OF INDIA 37435 091 DAYS TBILL 13AG26 FV RS 100Financial2.46%1.11%1.11%
BANK OF BARODA CD 25AUG26Financial1.17%1.10%1.10%
INDUSIND BANK LTD. CD 11AUG26Financial1.09%1.10%1.09%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23H 7.58 LOA 31JL26 FVRS1LACFinancial1.02%1.46%1.02%
EXPORT IMPORT BANK OF INDIA 91D CP 09SEP26Financial0.97%1.10%0.97%
CANARA BANK CD 15SEP26Financial0.89%4.36%0.89%
INDUSIND BANK LTD. CD 25AUG26Financial0.93%0.89%0.89%
CANARA BANK CD 01JUL26Financial0.79%1.43%0.79%
NABARD CP 14-Aug-2026Financial0.78%1.11%0.78%
CANARA BANK CD 17AUG26Financial0.78%1.10%0.78%
BANK OF BARODA CD 24AUG26Financial0.78%1.10%0.78%
CENTRAL BANK OF INDIA CD 01SEP26Financial0.78%1.10%0.78%
91 Days Tbill (MD 17/09/2026)Financial0.78%6.61%0.78%
BANK OF BARODA CD 07SEP26Financial0.78%1.10%0.78%
HDFC Bank Limited (16/09/2026) **Financial0.77%2.69%0.77%
Punjab National Bank (18/09/2026) ** #Financial0.77%1.65%0.77%
LARSEN AND TOUBRO LIMITED 86D CP 04SEP26Industrials0.70%1.21%0.70%
CANARA BANK CD 01SEP26Financial0.78%0.66%0.66%
POWER FINANCE CORPORATION LTD. SR BS227A 7.70 BD 15SP26 FVRS1LACFinancial0.63%1.22%0.63%

Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 223 and 133 holdings respectively — not live positions.