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9 of 86 unique stocks in common · Jaccard: 10.5%
A weighted portfolio overlap of 12.09% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.09 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 10.48% in Aditya Birla Sun Life Digital India Fund and 2.96% in HDFC Flexi Cap 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 HDFC |
|---|---|---|
| Bharti AirtelTelecom - Services | 10.48% | 2.96% |
| EternalRetailing | 6.25% | 2.73% |
| HCL TechnologiesIT - Software | 3.46% | 2.47% |
| InfosysIT - Software | 15.45% | 1.32% |
| Persistent SystemsIT - Software | 3.93% | 1.25% |
| PB FintechFinancial Technology (Fintech) | 0.57% | 1.18% |
| CyientIT - Services | 2.52% | 0.49% |
| SwiggyRetailing | 3.64% | 0.27% |
| Hexaware TechnologiesIT - Software | 1.45% | 0.03% |
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.