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

They share 25 common holdings, a weighted portfolio overlap of about 27.35% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.35% 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 Tata Balanced Advantage Fund

Aditya Birla SL MF · HybridTata MF · Hybrid· as on May 2026

Weighted portfolio overlap

27.35%

Moderate overlap

Common

Only Aditya

Only Tata

25 of 113 unique stocks in common · Jaccard: 22.1%

Common holdings

Stock	in Aditya	in Tata
Reliance IndustriesPetroleum Products	4.25%	3.34%
HDFC BankBanks	5.19%	2.72%
Bharti AirtelTelecom - Services	3.13%	2.55%
ICICI BankBanks	5.95%	2.11%
Larsen & ToubroConstruction	2.35%	2.07%
State Bank of IndiaBanks	2.88%	1.43%
Mahindra & MahindraAutomobiles	1.96%	1.31%
InfosysIT - Software	2.42%	1.30%
Axis BankBanks	2.66%	1.29%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	1.17%
Bajaj FinanceFinance	1.84%	1.15%
Tech MahindraIT - Software	0.99%	0.88%
NTPCPower	0.85%	1.38%
The Federal BankBanks	0.80%	1.35%
Apollo Hospitals EnterpriseHealthcare Services	0.71%	1.83%
Shriram FinanceFinance	0.62%	1.64%
ICICI Lombard General Insurance CompanyInsurance	0.56%	0.81%
Ambuja CementsCement & Cement Products	0.51%	1.04%
Tata CapitalFinance	0.46%	1.13%
Bajaj FinservFinance	0.37%	1.49%
Adani Ports and Special Economic ZoneTransport Infrastructure	0.36%	1.42%
Max Financial ServicesInsurance	0.32%	1.15%
ITCDiversified FMCG	0.44%	0.27%
VedantaDiversified Metals	0.19%	0.53%
UNO MindaAuto Components	0.76%	0.02%

FAQ

How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and Tata Balanced Advantage Fund overlap?: They share 25 common holdings, a weighted portfolio overlap of about 27.35% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.35% 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.