Loading fund overlap…
52 of 518 unique stocks in common · Jaccard: 10%
A weighted portfolio overlap of 33.52% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹33.52 is allocated to the exact same companies at the same relative proportions. The schemes share 52 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 4.78% in ICICI Prudential BSE 500 ETF. 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 ICICI |
|---|---|---|
| ICICI BankBanks | 6.20% | 4.78% |
| Reliance IndustriesPetroleum Products | 3.15% | 4.75% |
| HDFC BankBanks | 2.98% | 6.03% |
| Bharti AirtelTelecom - Services | 2.46% | 2.77% |
| InfosysIT - Software | 2.41% | 2.15% |
| State Bank of IndiaBanks | 4.05% | 2.13% |
| Kotak Mahindra BankBanks | 2.72% | 1.50% |
| Mahindra & MahindraAutomobiles | 2.42% | 1.44% |
| Larsen & ToubroConstruction | 1.41% | 2.53% |
| Axis BankBanks | 1.13% | 1.96% |
| EternalRetailing | 1.08% | 0.95% |
| Maruti Suzuki IndiaAutomobiles | 1.02% | 0.92% |
| Ultratech CementCement & Cement Products | 1.20% | 0.72% |
| Shriram FinanceFinance | 1.53% | 0.70% |
| HCL TechnologiesIT - Software | 1.82% | 0.67% |
| Adani PowerPower | 1.48% | 0.52% |
| Tech MahindraIT - Software | 1.88% | 0.50% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.36% | 0.44% |
| The Federal BankBanks | 1.59% | 0.38% |
| Cholamandalam Investment and Finance CompanyFinance | 0.93% | 0.35% |
| CG Power and Industrial SolutionsElectrical Equipment | 1.11% | 0.33% |
| Persistent SystemsIT - Software | 1.35% | 0.30% |
| AU Small Finance BankBanks | 1.14% | 0.29% |
| Bharat ForgeAuto Components | 1.95% | 0.28% |
| Jindal SteelFerrous Metals | 2.30% | 0.24% |
| MaricoAgricultural Food & Other Products | 1.61% | 0.23% |
| ICICI Lombard General Insurance CompanyInsurance | 1.57% | 0.23% |
| Godrej Consumer ProductsPersonal Products | 1.88% | 0.21% |
| GMR AirportsTransport Infrastructure | 1.14% | 0.19% |
| APL Apollo TubesIndustrial Products | 1.21% | 0.18% |
| Ambuja CementsCement & Cement Products | 1.03% | 0.15% |
| Sona BLW Precision ForgingsAuto Components | 1.71% | 0.14% |
| Vishal Mega MartRetailing | 1.01% | 0.14% |
| PI IndustriesFertilizers & Agrochemicals | 0.91% | 0.12% |
| JK CementCement & Cement Products | 1.57% | 0.11% |
| Blue StarConsumer Durables | 1.35% | 0.11% |
| Angel OneCapital Markets | 1.19% | 0.10% |
| Ather EnergyAutomobiles | 1.39% | 0.10% |
| AIA EngineeringIndustrial Products | 1.39% | 0.09% |
| Schaeffler IndiaAuto Components | 1.10% | 0.09% |
| Bank of MaharashtraBanks | 0.69% | 0.08% |
| Gujarat GasGas | 0.74% | 0.08% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 0.48% | 0.08% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 1.58% | 0.07% |
| Dr. Lal Path LabsHealthcare Services | 0.93% | 0.07% |
| Go Digit General InsuranceInsurance | 0.91% | 0.04% |
| Hexaware TechnologiesIT - Software | 0.62% | 0.04% |
| SobhaRealty | 0.85% | 0.03% |
| Whirlpool of IndiaConsumer Durables | 0.84% | 0.03% |
| V-Guard IndustriesConsumer Durables | 0.99% | 0.03% |
| Praj IndustriesIndustrial Manufacturing | 0.62% | 0.02% |
| Alkyl Amines ChemicalsChemicals & Petrochemicals | 0.65% | 0.01% |
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.