How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and Tata Multi Asset Allocation Fund overlap?

They share 30 common holdings, a weighted portfolio overlap of about 28.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 28.7% 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 Multi Asset Allocation Fund

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

Weighted portfolio overlap

28.7%

Moderate overlap

Common

Only Aditya

Only Tata

30 of 123 unique stocks in common · Jaccard: 24.4%

Common holdings

Stock	in Aditya	in Tata
Reliance IndustriesPetroleum Products	4.25%	3.18%
HDFC BankBanks	5.19%	2.91%
Bharti AirtelTelecom - Services	3.13%	2.65%
ICICI BankBanks	5.95%	2.32%
State Bank of IndiaBanks	2.88%	1.62%
Axis BankBanks	2.66%	1.48%
Kotak Mahindra BankBanks	1.76%	1.39%
Larsen & ToubroConstruction	2.35%	1.37%
Mahindra & MahindraAutomobiles	1.96%	0.94%
Ultratech CementCement & Cement Products	1.18%	0.90%
NTPCPower	0.85%	1.01%
InfosysIT - Software	2.42%	0.83%
EternalRetailing	1.24%	0.82%
The Federal BankBanks	0.80%	1.60%
Apollo Hospitals EnterpriseHealthcare Services	0.71%	0.73%
Bajaj FinanceFinance	1.84%	0.63%
Tech MahindraIT - Software	0.99%	0.57%
ICICI Lombard General Insurance CompanyInsurance	0.56%	0.61%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	0.55%
Ambuja CementsCement & Cement Products	0.51%	0.58%
Tata CapitalFinance	0.46%	0.64%
ITCDiversified FMCG	0.44%	0.44%
Jindal Steel & PowerFerrous Metals	0.43%	1.07%
Bajaj FinservFinance	0.37%	0.51%
Adani Ports and Special Economic ZoneTransport Infrastructure	0.36%	1.30%
Max Financial ServicesInsurance	0.32%	0.77%
The Ramco CementsCement & Cement Products	0.27%	0.48%
VedantaDiversified Metals	0.19%	0.74%
Adani PowerPower	0.14%	0.98%
Maruti Suzuki IndiaAutomobiles	0.76%	0.14%

FAQ

How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and Tata Multi Asset Allocation Fund overlap?: They share 30 common holdings, a weighted portfolio overlap of about 28.7% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 28.7% 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.