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5 of 107 unique stocks in common · Jaccard: 4.7%
A weighted portfolio overlap of 12.36% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.36 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 4.01% in Aditya Birla Sun Life Infrastructure Fund and 5.23% in Tata Childrens Fund. Holding both schemes increases your concentration in Reliance Industries 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 Tata |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.01% | 5.23% |
| Larsen & ToubroConstruction | 5.72% | 3.72% |
| ICICI BankBanks | 1.80% | 3.82% |
| Greenply IndustriesConsumer Durables | 1.79% | 1.51% |
| Axis BankBanks | 1.33% | 3.23% |
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.