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25 of 116 unique stocks in common · Jaccard: 21.6%
A weighted portfolio overlap of 30.21% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹30.21 is allocated to the exact same companies at the same relative proportions. The schemes share 25 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 6.20% in Aditya Birla Sun Life Business Cycle Fund 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 Business | in Aditya Birla Sun Life Special |
|---|---|---|
| ICICI BankBanks | 6.20% | 3.68% |
| Bharti AirtelTelecom - Services | 2.46% | 5.22% |
| InfosysIT - Software | 2.41% | 2.70% |
| Kotak Mahindra BankBanks | 2.72% | 1.98% |
| Mahindra & MahindraAutomobiles | 2.42% | 1.80% |
| Shriram FinanceFinance | 1.53% | 3.70% |
| ICICI Lombard General Insurance CompanyInsurance | 1.57% | 1.52% |
| Reliance IndustriesPetroleum Products | 3.15% | 1.49% |
| Tech MahindraIT - Software | 1.88% | 1.43% |
| HDFC BankBanks | 2.98% | 1.33% |
| Axis BankBanks | 1.13% | 2.71% |
| EternalRetailing | 1.08% | 1.29% |
| Ambuja CementsCement & Cement Products | 1.03% | 1.88% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.02% | 1.34% |
| Vishal Mega MartRetailing | 1.01% | 1.24% |
| Jindal SteelFerrous Metals | 2.30% | 0.95% |
| SobhaRealty | 0.85% | 1.54% |
| VedantaDiversified Metals | 0.75% | 0.99% |
| AIA EngineeringIndustrial Products | 1.39% | 0.74% |
| Bank of MaharashtraBanks | 0.69% | 2.91% |
| MeeshoRetailing | 1.06% | 0.51% |
| Bluestone Jewellery And LifestyleConsumer Durables | 1.49% | 0.49% |
| Malco EnergyOil | 0.17% | 0.22% |
| Talwandi Sabo PowerPower | 0.10% | 0.13% |
| Vedanta Iron And SteelFerrous Metals | 0.05% | 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.