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29 of 116 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 33.73% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹33.73 is allocated to the exact same companies at the same relative proportions. The schemes share 29 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 5.59% in Aditya Birla Sun Life Bal Bhavishya Yojna and 3.68% in Aditya Birla Sun Life Special Opportunities Fund. Holding both schemes increases your concentration in ICICI Bank 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 Special |
|---|---|---|
| ICICI BankBanks | 5.59% | 3.68% |
| Axis BankBanks | 2.92% | 2.71% |
| InfosysIT - Software | 2.78% | 2.70% |
| Bharti AirtelTelecom - Services | 2.69% | 5.22% |
| Shriram FinanceFinance | 1.91% | 3.70% |
| Mahindra & MahindraAutomobiles | 1.70% | 1.80% |
| Reliance IndustriesPetroleum Products | 4.03% | 1.49% |
| Tech MahindraIT - Software | 1.75% | 1.43% |
| HDFC BankBanks | 3.95% | 1.33% |
| EternalRetailing | 1.63% | 1.29% |
| Ambuja CementsCement & Cement Products | 1.23% | 1.88% |
| Hindalco IndustriesNon - Ferrous Metals | 2.30% | 1.01% |
| Kotak Mahindra BankBanks | 0.98% | 1.98% |
| Jindal SteelFerrous Metals | 1.04% | 0.95% |
| Varun BeveragesBeverages | 1.66% | 0.91% |
| IndusInd BankBanks | 1.14% | 0.89% |
| Grasim IndustriesCement & Cement Products | 1.19% | 0.88% |
| Bikaji Foods InternationalFood Products | 0.86% | 1.59% |
| SAMHI HotelsLeisure Services | 1.05% | 0.82% |
| Dabur IndiaPersonal Products | 1.50% | 0.73% |
| Inventurus Knowledge SolutionsIT - Services | 2.01% | 0.73% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.64% | 1.34% |
| MeeshoRetailing | 2.48% | 0.51% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.51% | 1.63% |
| Bluestone Jewellery And LifestyleConsumer Durables | 0.97% | 0.49% |
| VedantaDiversified Metals | 0.47% | 0.99% |
| Malco EnergyOil | 0.11% | 0.22% |
| Talwandi Sabo PowerPower | 0.06% | 0.13% |
| Vedanta Iron And SteelFerrous Metals | 0.03% | 0.07% |
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.