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20 of 61 unique stocks in common · Jaccard: 32.8%
A weighted portfolio overlap of 53.18% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹53.18 is allocated to the exact same companies at the same relative proportions. The schemes share 20 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 7.20% in Tata Nifty India Digital Exchange Traded 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 Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 10.48% | 7.20% |
| Tata Consultancy ServicesIT - Software | 7.87% | 6.68% |
| InfosysIT - Software | 15.45% | 6.44% |
| EternalRetailing | 6.25% | 7.47% |
| Tech MahindraIT - Software | 8.52% | 5.67% |
| SwiggyRetailing | 3.64% | 3.68% |
| HCL TechnologiesIT - Software | 3.46% | 6.11% |
| Persistent SystemsIT - Software | 3.93% | 3.41% |
| CoforgeIT - Software | 4.08% | 2.98% |
| LTIMindtreeIT - Software | 4.61% | 2.27% |
| One 97 CommunicationsFinancial Technology (Fintech) | 1.00% | 4.89% |
| KPIT TechnologiesIT - Software | 1.51% | 0.76% |
| PB FintechFinancial Technology (Fintech) | 0.57% | 6.03% |
| Affle 3iIT - Services | 1.09% | 0.56% |
| PhysicswallahOther Consumer Services | 0.90% | 0.51% |
| CyientIT - Services | 2.52% | 0.46% |
| Hexaware TechnologiesIT - Software | 1.45% | 0.45% |
| Urban CompanyRetailing | 1.48% | 0.42% |
| Sonata SoftwareIT - Software | 1.29% | 0.31% |
| Latent View AnalyticsIT - Software | 1.45% | 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.