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23 of 105 unique stocks in common · Jaccard: 21.9%
A weighted portfolio overlap of 43.42% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹43.42 is allocated to the exact same companies at the same relative proportions. The schemes share 23 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.26% in Aditya Birla Sun Life ESG Integration Strategy Fund and 8.62% in DSP Large & Mid Cap Fund. Holding both schemes increases your concentration in ICICI Bank 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 | in DSP |
|---|---|---|
| ICICI BankBanks | 8.26% | 8.62% |
| HDFC BankBanks | 4.60% | 8.13% |
| Axis BankBanks | 3.68% | 5.81% |
| State Bank of IndiaBanks | 3.23% | 2.79% |
| Kotak Mahindra BankBanks | 3.72% | 2.63% |
| Bharti AirtelTelecom - Services | 4.15% | 2.20% |
| Tata Consultancy ServicesIT - Software | 2.19% | 1.86% |
| ICICI Lombard General Insurance CompanyInsurance | 1.69% | 1.75% |
| Mahindra & MahindraAutomobiles | 2.24% | 1.65% |
| Samvardhana Motherson InternationalAuto Components | 1.75% | 1.58% |
| Indus TowersTelecom - Services | 1.45% | 2.05% |
| InfosysIT - Software | 3.56% | 1.41% |
| Shriram FinanceFinance | 2.02% | 1.40% |
| EternalRetailing | 1.96% | 1.28% |
| Schaeffler IndiaAuto Components | 1.06% | 1.28% |
| AU Small Finance BankBanks | 2.33% | 1.05% |
| CoforgeIT - Software | 0.95% | 1.80% |
| LupinPharmaceuticals & Biotechnology | 0.81% | 1.36% |
| SBI Life Insurance CompanyInsurance | 0.80% | 0.98% |
| Hindustan UnileverDiversified FMCG | 2.13% | 0.73% |
| CiplaPharmaceuticals & Biotechnology | 0.62% | 1.44% |
| Dalmia BharatCement & Cement Products | 0.67% | 0.57% |
| JK CementCement & Cement Products | 1.78% | 0.34% |
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.