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20 of 114 unique stocks in common · Jaccard: 17.5%
A weighted portfolio overlap of 23.37% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.37 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 4.03% in Aditya Birla Sun Life Bal Bhavishya Yojna and 4.01% in Aditya Birla Sun Life Infrastructure Fund. Holding both schemes increases your concentration in Reliance Industries rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Aditya Birla Sun Life Bal | in Aditya Birla Sun Life Infrastructure |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.03% | 4.01% |
| Bharti AirtelTelecom - Services | 2.69% | 5.36% |
| Larsen & ToubroConstruction | 2.39% | 5.72% |
| State Bank of IndiaBanks | 2.11% | 1.82% |
| ICICI BankBanks | 5.59% | 1.80% |
| Axis BankBanks | 2.92% | 1.33% |
| Hindustan AeronauticsAerospace & Defense | 1.11% | 1.68% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 1.06% | 1.85% |
| SAMHI HotelsLeisure Services | 1.05% | 1.29% |
| Ambuja CementsCement & Cement Products | 1.23% | 1.05% |
| Jindal SteelFerrous Metals | 1.04% | 1.76% |
| Greenply IndustriesConsumer Durables | 0.95% | 1.79% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.90% | 2.31% |
| Hindalco IndustriesNon - Ferrous Metals | 2.30% | 0.89% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.64% | 0.46% |
| ThermaxElectrical Equipment | 0.35% | 2.90% |
| VedantaDiversified Metals | 0.47% | 0.34% |
| Malco EnergyOil | 0.11% | 0.08% |
| Talwandi Sabo PowerPower | 0.06% | 0.05% |
| Vedanta Iron And SteelFerrous Metals | 0.03% | 0.02% |
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.