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28 of 101 unique stocks in common · Jaccard: 27.7%
A weighted portfolio overlap of 40.2% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹40.2 is allocated to the exact same companies at the same relative proportions. The schemes share 28 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.48% in Aditya Birla Sun Life Consumption Fund and 4.15% in Aditya Birla Sun Life ESG Integration Strategy 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 Birla Sun Life Consumption | in Aditya Birla Sun Life ESG |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.48% | 4.15% |
| ICICI BankBanks | 3.70% | 8.26% |
| TVS Motor CompanyAutomobiles | 2.69% | 2.78% |
| HDFC BankBanks | 2.47% | 4.60% |
| Axis BankBanks | 2.25% | 3.68% |
| Mahindra & MahindraAutomobiles | 4.19% | 2.24% |
| Hindustan UnileverDiversified FMCG | 2.56% | 2.13% |
| EternalRetailing | 5.06% | 1.96% |
| Varun BeveragesBeverages | 1.86% | 1.82% |
| Avenue SupermartsRetailing | 2.94% | 1.74% |
| Titan CompanyConsumer Durables | 2.63% | 1.55% |
| Kotak Mahindra BankBanks | 1.46% | 3.72% |
| Tata Consumer ProductsAgricultural Food & Other Products | 2.02% | 1.46% |
| Britannia IndustriesFood Products | 1.60% | 1.21% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 1.29% | 1.18% |
| ICICI Lombard General Insurance CompanyInsurance | 1.10% | 1.69% |
| VoltasConsumer Durables | 0.95% | 1.26% |
| Godrej Consumer ProductsPersonal Products | 2.00% | 0.94% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.18% | 0.93% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.90% | 2.04% |
| SBI Life Insurance CompanyInsurance | 1.33% | 0.80% |
| Aditya Birla Lifestyle BrandsRetailing | 0.71% | 1.47% |
| Bajaj FinanceFinance | 0.55% | 2.43% |
| Mankind PharmaPharmaceuticals & Biotechnology | 0.46% | 1.19% |
| Whirlpool of IndiaConsumer Durables | 0.88% | 0.41% |
| InterGlobe AviationTransport Services | 1.15% | 0.36% |
| TVS Motor Company Limited (Preference Share)Automobiles | 0.03% | 0.04% |
| MeeshoRetailing | 1.83% | 0.02% |
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.