How much do Aditya Birla Sun Life Bal Bhavishya Yojna and Nippon India Vision Fund overlap?

They share 23 common holdings, a weighted portfolio overlap of about 35.43% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 35.43% 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 Nippon India Vision Fund

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

Weighted portfolio overlap

35.43%

Moderate overlap

Common

Only Aditya

Only Nippon

23 of 129 unique stocks in common · Jaccard: 17.8%

Common holdings

Stock	in Aditya	in Nippon
ICICI BankBanks	5.59%	4.54%
Reliance IndustriesPetroleum Products	4.03%	4.27%
HDFC BankBanks	3.95%	5.25%
Larsen & ToubroConstruction	2.39%	2.38%
Hindalco IndustriesNon - Ferrous Metals	2.30%	2.13%
State Bank of IndiaBanks	2.11%	1.96%
Axis BankBanks	2.92%	1.52%
Bharti AirtelTelecom - Services	2.69%	1.46%
Samvardhana Motherson InternationalAuto Components	1.20%	1.33%
Max Financial ServicesInsurance	1.15%	1.20%
Godrej Consumer ProductsPersonal Products	1.13%	1.98%
Dixon Technologies (India)Consumer Durables	1.13%	2.94%
Hindustan AeronauticsAerospace & Defense	1.11%	2.01%
Jindal Steel & PowerFerrous Metals	1.04%	2.91%
LTIMindtreeIT - Software	1.09%	1.04%
United BreweriesBeverages	0.97%	1.62%
EternalRetailing	1.63%	0.97%
InfosysIT - Software	2.78%	0.94%
Bharat Heavy ElectricalsElectrical Equipment	0.90%	2.86%
Persistent SystemsIT - Software	0.71%	1.19%
Grasim IndustriesCement & Cement Products	1.19%	0.43%
One 97 CommunicationsFinancial Technology (Fintech)	0.75%	0.39%
AU Small Finance BankBanks	1.80%	0.35%

FAQ

How much do Aditya Birla Sun Life Bal Bhavishya Yojna and Nippon India Vision Fund overlap?: They share 23 common holdings, a weighted portfolio overlap of about 35.43% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 35.43% 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.