How much do Aditya Birla Sun Life Dividend Yield Fund and Franklin India Dividend Yield Fund ^ overlap?

They share 25 common holdings, a weighted portfolio overlap of about 45.65% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 45.65% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Dividend Yield Fund vs Franklin India Dividend Yield Fund ^

Aditya Birla SL MF · Dividend YieldFranklin Templeton MF · Dividend Yield· as on May 2026

Weighted portfolio overlap

45.65%

Moderate overlap

Common

Only Aditya

Only Franklin

25 of 65 unique stocks in common · Jaccard: 38.5%

Common holdings

Stock	in Aditya	in Franklin
State Bank of IndiaBanks	4.87%	4.99%
NTPCPower	5.23%	4.43%
InfosysIT - Software	3.71%	3.61%
ITCDiversified FMCG	4.19%	2.79%
Coal IndiaConsumable Fuels	2.57%	2.96%
Bharat ElectronicsAerospace & Defense	2.48%	2.30%
Tata Consultancy ServicesIT - Software	2.07%	2.17%
Shriram FinanceFinance	2.25%	1.92%
Indus TowersTelecom - Services	2.76%	1.91%
HCL TechnologiesIT - Software	1.88%	3.01%
Hindustan UnileverDiversified FMCG	4.29%	1.86%
Britannia IndustriesFood Products	2.40%	1.80%
Bharat Petroleum CorporationPetroleum Products	2.56%	1.66%
Power Grid Corporation of IndiaPower	1.67%	1.32%
HDFC BankBanks	1.31%	4.18%
Oil & Natural Gas CorporationOil	1.26%	2.65%
GAIL (India)Gas	1.18%	2.11%
Hero MotoCorpAutomobiles	2.36%	1.16%
Hindustan AeronauticsAerospace & Defense	1.06%	1.11%
Angel OneCapital Markets	1.41%	1.02%
CESCPower	1.02%	2.20%
MphasisIT - Software	0.80%	1.18%
EmamiPersonal Products	0.77%	0.72%
Mahanagar GasGas	0.60%	1.30%
Hindustan Petroleum CorporationPetroleum Products	0.56%	1.36%

FAQ

How much do Aditya Birla Sun Life Dividend Yield Fund and Franklin India Dividend Yield Fund ^ overlap?: They share 25 common holdings, a weighted portfolio overlap of about 45.65% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 45.65% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.