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23 of 102 unique stocks in common · Jaccard: 22.5%
A weighted portfolio overlap of 32.33% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹32.33 is allocated to the exact same companies at the same relative proportions. The schemes share 23 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 3.26% in Lic Mf 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 Lic |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.48% | 3.26% |
| Mahindra & MahindraAutomobiles | 4.19% | 2.79% |
| TVS Motor CompanyAutomobiles | 2.69% | 2.37% |
| Axis BankBanks | 2.25% | 2.06% |
| Hindustan UnileverDiversified FMCG | 2.56% | 1.88% |
| TrentRetailing | 2.85% | 1.74% |
| Titan CompanyConsumer Durables | 2.63% | 1.59% |
| EternalRetailing | 5.06% | 1.58% |
| ITCDiversified FMCG | 3.51% | 1.41% |
| Britannia IndustriesFood Products | 1.60% | 1.37% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 1.29% | 2.07% |
| Metro BrandsConsumer Durables | 1.19% | 1.87% |
| InterGlobe AviationTransport Services | 1.15% | 2.69% |
| ICICI Lombard General Insurance CompanyInsurance | 1.10% | 1.61% |
| Ultratech CementCement & Cement Products | 1.01% | 1.77% |
| Vishal Mega MartRetailing | 0.98% | 2.61% |
| Radico KhaitanBeverages | 0.92% | 2.55% |
| Eureka ForbesConsumer Durables | 0.92% | 2.73% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.90% | 2.93% |
| Orkla IndiaFood Products | 0.90% | 1.38% |
| Mrs Bectors Food SpecialitiesFood Products | 0.74% | 1.74% |
| Bikaji Foods InternationalFood Products | 0.72% | 1.78% |
| Hyundai Motor IndiaAutomobiles | 0.90% | 0.47% |
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.