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15 of 116 unique stocks in common · Jaccard: 12.9%
A weighted portfolio overlap of 24.39% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.39 is allocated to the exact same companies at the same relative proportions. The schemes share 15 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 3.25% in HDFC Value 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 | in HDFC |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.36% | 3.25% |
| Larsen & ToubroConstruction | 5.72% | 2.93% |
| NTPCPower | 4.34% | 2.65% |
| Reliance IndustriesPetroleum Products | 4.01% | 2.26% |
| State Bank of IndiaBanks | 1.82% | 3.49% |
| ICICI BankBanks | 1.80% | 6.44% |
| Bharat ElectronicsAerospace & Defense | 1.65% | 2.25% |
| Axis BankBanks | 1.33% | 4.27% |
| Ultratech CementCement & Cement Products | 3.47% | 1.11% |
| Acme Solar HoldingsPower | 1.70% | 1.10% |
| Sona BLW Precision ForgingsAuto Components | 1.23% | 1.08% |
| Ambuja CementsCement & Cement Products | 1.05% | 1.04% |
| Jindal SteelFerrous Metals | 1.76% | 0.87% |
| Hindustan Petroleum CorporationPetroleum Products | 1.39% | 0.79% |
| InterGlobe AviationTransport Services | 1.59% | 0.72% |
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.