How much do Aditya Birla Sun Life Bal Bhavishya Yojna and Aditya Birla Sun Life Equity Hybrid '95 Fund overlap?

They share 38 common holdings, a weighted portfolio overlap of about 42.65% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 42.65% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Bal Bhavishya Yojna vs Aditya Birla Sun Life Equity Hybrid '95 Fund

Aditya Birla SL MF · Equity (Diversified)Aditya Birla SL MF · Hybrid· as on Apr 2026

Weighted portfolio overlap

42.65%

Moderate overlap

Common

Only Aditya Birla Sun Life Bal

Only Aditya Birla Sun Life Equity

38 of 121 unique stocks in common · Jaccard: 31.4%

Common holdings

Stock	in Aditya Birla Sun Life Bal	in Aditya Birla Sun Life Equity
ICICI BankBanks	5.59%	5.95%
Reliance IndustriesPetroleum Products	4.03%	4.25%
HDFC BankBanks	3.95%	5.19%
Bharti AirtelTelecom - Services	2.69%	3.13%
Axis BankBanks	2.92%	2.66%
InfosysIT - Software	2.78%	2.42%
Larsen & ToubroConstruction	2.39%	2.35%
State Bank of IndiaBanks	2.11%	2.88%
Mahindra & MahindraAutomobiles	1.70%	1.96%
Hindalco IndustriesNon - Ferrous Metals	2.30%	1.52%
EternalRetailing	1.63%	1.24%
Bajaj FinanceFinance	1.10%	1.84%
Tech MahindraIT - Software	1.75%	0.99%
Kotak Mahindra BankBanks	0.98%	1.76%
Godrej Consumer ProductsPersonal Products	1.13%	0.95%
MeeshoRetailing	2.48%	0.86%
Persistent SystemsIT - Software	0.71%	0.67%
Shriram FinanceFinance	1.91%	0.62%
LTIMindtreeIT - Software	1.09%	0.61%
Ambuja CementsCement & Cement Products	1.23%	0.51%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.51%	0.49%
Sumitomo Chemical IndiaFertilizers & Agrochemicals	1.18%	0.48%
Jindal Steel & PowerFerrous Metals	1.04%	0.43%
TrentRetailing	1.70%	0.40%
CyientIT - Services	0.68%	0.38%
Timken IndiaIndustrial Products	0.92%	0.38%
United BreweriesBeverages	0.97%	0.38%
Adani Ports and Special Economic ZoneTransport Infrastructure	1.06%	0.36%
Max Financial ServicesInsurance	1.15%	0.32%
Container Corporation of IndiaTransport Services	0.56%	0.29%
Vedanta Aluminium MetalNon - Ferrous Metals	0.64%	0.25%
Hindustan AeronauticsAerospace & Defense	1.11%	0.25%
Devyani InternationalLeisure Services	0.57%	0.24%
Gokaldas ExportsTextiles & Apparels	0.84%	0.19%
VedantaDiversified Metals	0.47%	0.19%
Malco EnergyOil	0.11%	0.04%
Talwandi Sabo PowerPower	0.06%	0.02%
Vedanta Iron And SteelFerrous Metals	0.03%	0.01%

FAQ

How much do Aditya Birla Sun Life Bal Bhavishya Yojna and Aditya Birla Sun Life Equity Hybrid '95 Fund overlap?: They share 38 common holdings, a weighted portfolio overlap of about 42.65% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 42.65% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.