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16 of 111 unique stocks in common · Jaccard: 14.4%
A weighted portfolio overlap of 28.53% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.53 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.56% in Aditya Birla Sun Life ESG Integration Strategy Fund and 3.55% in Aditya Birla Sun Life Value Fund. Holding both schemes increases your concentration in Infosys rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Aditya Birla Sun Life ESG | in Aditya Birla Sun Life Value |
|---|---|---|
| InfosysIT - Software | 3.56% | 3.55% |
| HDFC BankBanks | 4.60% | 3.20% |
| Axis BankBanks | 3.68% | 2.98% |
| State Bank of IndiaBanks | 3.23% | 2.94% |
| ICICI BankBanks | 8.26% | 2.91% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.04% | 2.30% |
| Shriram FinanceFinance | 2.02% | 3.27% |
| LTIMindtreeIT - Software | 1.74% | 1.68% |
| Kotak Mahindra BankBanks | 3.72% | 1.56% |
| PNB Housing FinanceFinance | 1.07% | 2.50% |
| Hero MotoCorpAutomobiles | 1.95% | 1.00% |
| Tech MahindraIT - Software | 0.93% | 3.02% |
| SBI Life Insurance CompanyInsurance | 0.80% | 0.93% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 1.18% | 0.80% |
| Pitti EngineeringIndustrial Manufacturing | 0.57% | 0.93% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.93% | 0.48% |
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.