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

They share 29 common holdings, a weighted portfolio overlap of about 15.64% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.

What does 15.64% 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 NJ Balanced Advantage Fund

Aditya Birla SL MF · HybridNJ MF · Hybrid· as on Apr 2026

Weighted portfolio overlap

15.64%

Low overlap

Common

Only Aditya

Only NJ

29 of 158 unique stocks in common · Jaccard: 18.4%

Common holdings

Stock	in Aditya	in NJ
Reliance IndustriesPetroleum Products	4.25%	8.47%
Bajaj FinanceFinance	1.84%	1.90%
HDFC BankBanks	5.19%	1.69%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	1.45%
InfosysIT - Software	2.42%	1.32%
Tech MahindraIT - Software	0.99%	1.52%
State Bank of IndiaBanks	2.88%	0.57%
ICICI BankBanks	5.95%	0.44%
ITCDiversified FMCG	0.44%	1.17%
CoforgeIT - Software	0.80%	0.35%
Axis BankBanks	2.66%	0.34%
Aditya Birla CapitalFinance	0.54%	0.33%
Apollo Hospitals EnterpriseHealthcare Services	0.71%	0.30%
LTIMindtreeIT - Software	0.61%	0.23%
Larsen & ToubroConstruction	2.35%	0.18%
CyientIT - Services	0.38%	0.17%
Sona BLW Precision ForgingsAuto Components	0.71%	0.17%
Titan CompanyConsumer Durables	0.97%	0.17%
SBI Life Insurance CompanyInsurance	0.36%	0.13%
TrentRetailing	0.40%	0.08%
Ambuja CementsCement & Cement Products	0.51%	0.07%
Bharti AirtelTelecom - Services	3.13%	0.05%
Adani Ports and Special Economic ZoneTransport Infrastructure	0.36%	0.04%
Hindustan AeronauticsAerospace & Defense	0.25%	0.01%
Mahindra & MahindraAutomobiles	1.96%	0.01%
Hindustan Petroleum CorporationPetroleum Products	0.26%	0.00%
NTPCPower	0.85%	0.00%
Hindalco IndustriesNon - Ferrous Metals	1.52%	0.00%
Tata Consumer ProductsAgricultural Food & Other Products	1.07%	0.00%

FAQ

How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and NJ Balanced Advantage Fund overlap?: They share 29 common holdings, a weighted portfolio overlap of about 15.64% (low overlap — mostly different holdings), as on Apr 2026. Information only, not investment advice.
What does 15.64% 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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.