How much do Aditya Birla Sun Life Infrastructure Fund and Tata ELSS Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 29.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 29.93% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Infrastructure Fund vs Tata ELSS Fund

Aditya Birla SL MF · Sectoral / ThematicTata MF · ELSS (Tax Saver)· as on May 2026

Weighted portfolio overlap

29.93%

Moderate overlap

Common

Only Aditya

Only Tata

16 of 105 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in Aditya	in Tata
Bharti AirtelTelecom - Services	5.36%	5.78%
Reliance IndustriesPetroleum Products	4.01%	3.95%
Larsen & ToubroConstruction	5.72%	3.18%
NTPCPower	4.34%	2.96%
State Bank of IndiaBanks	1.82%	4.36%
ICICI BankBanks	1.80%	5.70%
Ultratech CementCement & Cement Products	3.47%	1.78%
Cummins IndiaIndustrial Products	1.53%	3.00%
Shriram Pistons & RingsAuto Components	1.41%	1.65%
GE Vernova T&D IndiaElectrical Equipment	1.49%	1.24%
Bharat ElectronicsAerospace & Defense	1.65%	1.21%
Hindalco IndustriesNon - Ferrous Metals	0.89%	1.85%
Ambuja CementsCement & Cement Products	1.05%	0.88%
Interglobe AviationTransport Services	1.59%	0.83%
Brigade EnterprisesRealty	0.83%	0.76%
VedantaDiversified Metals	0.34%	0.64%

FAQ

How much do Aditya Birla Sun Life Infrastructure Fund and Tata ELSS Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 29.93% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 29.93% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.