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15 of 50 unique stocks in common · Jaccard: 30%
A weighted portfolio overlap of 54.22% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹54.22 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 13.26% in Aditya Birla Sun Life Banking And Financial Services Fund and 12.94% in Lic Mf Banking And Financial Services 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 | in Lic |
|---|---|---|
| ICICI BankBanks | 13.26% | 12.94% |
| HDFC BankBanks | 11.79% | 10.60% |
| Axis BankBanks | 8.25% | 10.25% |
| Bajaj FinanceFinance | 5.66% | 4.37% |
| AU Small Finance BankBanks | 3.86% | 5.45% |
| Kotak Mahindra BankBanks | 3.84% | 5.78% |
| PB FintechFinancial Technology (Fintech) | 2.65% | 2.26% |
| SBI Life Insurance CompanyInsurance | 2.74% | 2.04% |
| Shriram FinanceFinance | 4.99% | 1.76% |
| City Union BankBanks | 2.17% | 1.25% |
| Ujjivan Small Finance BankBanks | 0.81% | 1.91% |
| IndusInd BankBanks | 0.77% | 2.05% |
| Karur Vysya BankBanks | 0.62% | 3.03% |
| MAS Financial ServicesFinance | 0.51% | 2.40% |
| 360 One WamCapital Markets | 0.34% | 1.78% |
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.