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13 of 138 unique stocks in common · Jaccard: 9.4%
A weighted portfolio overlap of 13.84% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.84 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Shriram Finance, which commands a weight of 1.91% in Aditya Birla Sun Life Bal Bhavishya Yojna and 1.92% in Kotak Small Cap Fund. Holding both schemes increases your concentration in Shriram Finance 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 | in Kotak |
|---|---|---|
| Shriram FinanceFinance | 1.91% | 1.92% |
| ICICI BankBanks | 5.59% | 1.86% |
| Axis BankBanks | 2.92% | 1.58% |
| Century Plyboards (India)Consumer Durables | 1.36% | 2.53% |
| V-Guard IndustriesConsumer Durables | 1.27% | 1.38% |
| Aster DM HealthcareHealthcare Services | 0.89% | 4.63% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 1.33% | 0.87% |
| Minda CorporationAuto Components | 0.81% | 2.32% |
| KFin TechnologiesCapital Markets | 0.76% | 1.19% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.69% | 1.26% |
| CyientIT - Services | 0.68% | 1.69% |
| Cello WorldConsumer Durables | 0.59% | 0.69% |
| Devyani InternationalLeisure Services | 0.57% | 1.22% |
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 May 2026). Equity holdings only, ISIN-verified. Not investment advice.