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23 of 105 unique stocks in common · Jaccard: 21.9%
A weighted portfolio overlap of 24.75% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.75 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 State Bank of India, which commands a weight of 4.87% in Aditya Birla Sun Life Dividend Yield Fund and 3.87% in Aditya Birla Sun Life Large Cap Fund. Holding both schemes increases your concentration in State Bank of India 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 Dividend | in Aditya Birla Sun Life Large |
|---|---|---|
| State Bank of IndiaBanks | 4.87% | 3.87% |
| InfosysIT - Software | 3.71% | 4.24% |
| Axis BankBanks | 2.79% | 3.83% |
| NTPCPower | 5.23% | 2.21% |
| Bajaj AutoAutomobiles | 1.73% | 1.42% |
| HCL TechnologiesIT - Software | 1.88% | 1.32% |
| HDFC BankBanks | 1.31% | 6.79% |
| ITCDiversified FMCG | 4.19% | 1.09% |
| Tech MahindraIT - Software | 3.51% | 1.08% |
| Britannia IndustriesFood Products | 2.40% | 0.87% |
| Hindustan UnileverDiversified FMCG | 4.29% | 0.85% |
| Shriram FinanceFinance | 2.25% | 0.65% |
| EmamiPersonal Products | 0.77% | 0.61% |
| Hindustan AeronauticsAerospace & Defense | 1.06% | 0.57% |
| Sanofi Consumer HealthcarePharmaceuticals & Biotechnology | 0.63% | 0.56% |
| Bharat Petroleum CorporationPetroleum Products | 2.56% | 0.51% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.60% | 0.41% |
| VedantaDiversified Metals | 1.18% | 0.30% |
| Sanofi IndiaPharmaceuticals & Biotechnology | 0.45% | 0.29% |
| Tata Consultancy ServicesIT - Software | 2.07% | 0.20% |
| Malco EnergyOil | 0.27% | 0.07% |
| Talwandi Sabo PowerPower | 0.16% | 0.04% |
| Vedanta Iron And SteelFerrous Metals | 0.08% | 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.