How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and Franklin India Balanced Advantage Fund overlap?

They share 21 common holdings, a weighted portfolio overlap of about 37.09% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 37.09% 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 Equity Hybrid '95 Fund vs Franklin India Balanced Advantage Fund

Aditya Birla SL MF · HybridFranklin Templeton MF · Hybrid· as on May 2026

Weighted portfolio overlap

37.09%

Moderate overlap

Common

Only Aditya

Only Franklin

21 of 109 unique stocks in common · Jaccard: 19.3%

Common holdings

Stock	in Aditya	in Franklin
HDFC BankBanks	5.19%	5.73%
ICICI BankBanks	5.95%	4.85%
Reliance IndustriesPetroleum Products	4.25%	3.77%
Bharti AirtelTelecom - Services	3.13%	4.29%
State Bank of IndiaBanks	2.88%	2.89%
Axis BankBanks	2.66%	3.11%
Larsen & ToubroConstruction	2.35%	3.23%
InfosysIT - Software	2.42%	1.72%
Mahindra & MahindraAutomobiles	1.96%	1.59%
EternalRetailing	1.24%	1.73%
Ultratech CementCement & Cement Products	1.18%	2.07%
Bharat ElectronicsAerospace & Defense	1.14%	1.16%
Cholamandalam Investment and Finance CompanyFinance	0.85%	1.32%
NTPCPower	0.85%	2.21%
Eris LifesciencesPharmaceuticals & Biotechnology	0.81%	0.76%
Apollo Hospitals EnterpriseHealthcare Services	0.71%	1.92%
Hindalco IndustriesNon - Ferrous Metals	1.52%	0.69%
Maruti Suzuki IndiaAutomobiles	0.76%	0.62%
ICICI Lombard General Insurance CompanyInsurance	0.56%	0.91%
Hindustan AeronauticsAerospace & Defense	0.25%	0.93%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	0.11%

FAQ

How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and Franklin India Balanced Advantage Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 37.09% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 37.09% 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.