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18 of 113 unique stocks in common · Jaccard: 15.9%
A weighted portfolio overlap of 18.27% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.27 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.36% in Aditya Birla Sun Life Infrastructure Fund and 5.22% in Aditya Birla Sun Life Special Opportunities Fund. Holding both schemes increases your concentration in Bharti Airtel 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 Infrastructure | in Aditya Birla Sun Life Special |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.36% | 5.22% |
| ICICI BankBanks | 1.80% | 3.68% |
| SobhaRealty | 1.88% | 1.54% |
| Reliance IndustriesPetroleum Products | 4.01% | 1.49% |
| Axis BankBanks | 1.33% | 2.71% |
| Ambuja CementsCement & Cement Products | 1.05% | 1.88% |
| Jindal SteelFerrous Metals | 1.76% | 0.95% |
| Hindalco IndustriesNon - Ferrous Metals | 0.89% | 1.01% |
| SAMHI HotelsLeisure Services | 1.29% | 0.82% |
| AIA EngineeringIndustrial Products | 1.36% | 0.74% |
| Pitti EngineeringIndustrial Manufacturing | 1.49% | 0.59% |
| Carborundum UniversalIndustrial Products | 1.33% | 0.47% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.46% | 1.34% |
| VRL LogisticsTransport Services | 0.44% | 0.83% |
| VedantaDiversified Metals | 0.34% | 0.99% |
| Malco EnergyOil | 0.08% | 0.22% |
| Talwandi Sabo PowerPower | 0.05% | 0.13% |
| Vedanta Iron And SteelFerrous Metals | 0.02% | 0.07% |
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.