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5 of 116 unique stocks in common · Jaccard: 4.3%
A weighted portfolio overlap of 5.97% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.97 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 Acme Solar Holdings, which commands a weight of 1.70% in Aditya Birla Sun Life Infrastructure Fund and 1.57% in Tata Small Cap Fund. Holding both schemes increases your concentration in Acme Solar Holdings 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 |
|---|---|---|
| Acme Solar HoldingsPower | 1.70% | 1.57% |
| Greenply IndustriesConsumer Durables | 1.79% | 1.49% |
| Carborundum UniversalIndustrial Products | 1.33% | 2.11% |
| SAMHI HotelsLeisure Services | 1.29% | 1.69% |
| The Ramco CementsCement & Cement Products | 0.29% | 1.32% |
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.