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27 of 107 unique stocks in common · Jaccard: 25.2%
A weighted portfolio overlap of 48.23% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹48.23 is allocated to the exact same companies at the same relative proportions. The schemes share 27 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 7.23% in ICICI Prudential Bharat Consumption 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 | in ICICI |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.48% | 7.23% |
| EternalRetailing | 5.06% | 6.14% |
| Mahindra & MahindraAutomobiles | 4.19% | 5.45% |
| ITCDiversified FMCG | 3.51% | 4.05% |
| Maruti Suzuki IndiaAutomobiles | 3.49% | 4.54% |
| TrentRetailing | 2.85% | 5.47% |
| Hindustan UnileverDiversified FMCG | 2.56% | 7.29% |
| Titan CompanyConsumer Durables | 2.63% | 2.54% |
| Avenue SupermartsRetailing | 2.94% | 2.16% |
| TVS Motor CompanyAutomobiles | 2.69% | 2.01% |
| Nestle IndiaFood Products | 1.60% | 1.77% |
| Britannia IndustriesFood Products | 1.60% | 2.18% |
| United SpiritsBeverages | 2.19% | 1.50% |
| United BreweriesBeverages | 1.36% | 1.40% |
| Godrej Consumer ProductsPersonal Products | 2.00% | 1.16% |
| InterGlobe AviationTransport Services | 1.15% | 3.92% |
| Eureka ForbesConsumer Durables | 0.92% | 1.45% |
| Dabur IndiaPersonal Products | 0.84% | 0.88% |
| V-Guard IndustriesConsumer Durables | 0.73% | 1.78% |
| Jubilant FoodworksLeisure Services | 0.72% | 2.38% |
| Havells IndiaConsumer Durables | 0.61% | 1.99% |
| Sanofi Consumer HealthcarePharmaceuticals & Biotechnology | 0.61% | 0.51% |
| Whirlpool of IndiaConsumer Durables | 0.88% | 0.48% |
| VoltasConsumer Durables | 0.95% | 0.46% |
| SwiggyRetailing | 0.98% | 0.36% |
| Devyani InternationalLeisure Services | 0.74% | 0.26% |
| Procter & Gamble HealthPharmaceuticals & Biotechnology | 0.21% | 0.14% |
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.