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11 of 120 unique stocks in common · Jaccard: 9.2%
A weighted portfolio overlap of 14.01% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.01 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.69% in Aditya Birla Sun Life Bal Bhavishya Yojna and 2.62% in Lic Mf Infrastructure Fund. Holding both schemes increases your concentration in Bharti Airtel 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 Lic |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.69% | 2.62% |
| Larsen & ToubroConstruction | 2.39% | 3.97% |
| ICICI BankBanks | 5.59% | 1.79% |
| Mahindra & MahindraAutomobiles | 1.70% | 1.88% |
| Grasim IndustriesCement & Cement Products | 1.19% | 2.12% |
| Hindustan AeronauticsAerospace & Defense | 1.11% | 1.25% |
| Hindalco IndustriesNon - Ferrous Metals | 2.30% | 1.00% |
| RECFinance | 0.83% | 1.26% |
| Bharat BijleeElectrical Equipment | 0.53% | 2.35% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.51% | 3.51% |
| ThermaxElectrical Equipment | 0.35% | 0.71% |
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.