Loading fund overlap…
19 of 100 unique stocks in common · Jaccard: 19%
A weighted portfolio overlap of 41.37% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹41.37 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 7.13% in Aditya Birla Sun Life Large Cap Fund and 8.48% in DSP Business Cycle Fund. Holding both schemes increases your concentration in ICICI Bank 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 DSP |
|---|---|---|
| ICICI BankBanks | 7.13% | 8.48% |
| HDFC BankBanks | 6.79% | 9.28% |
| Axis BankBanks | 3.83% | 7.19% |
| Larsen & ToubroConstruction | 3.79% | 4.23% |
| Reliance IndustriesPetroleum Products | 5.63% | 3.27% |
| Mahindra & MahindraAutomobiles | 3.24% | 3.93% |
| Bharti AirtelTelecom - Services | 3.56% | 3.11% |
| NTPCPower | 2.21% | 2.96% |
| Ultratech CementCement & Cement Products | 1.37% | 2.88% |
| Maruti Suzuki IndiaAutomobiles | 1.23% | 2.94% |
| State Bank of IndiaBanks | 3.87% | 0.84% |
| SBI Life Insurance CompanyInsurance | 1.74% | 0.76% |
| DLFRealty | 0.65% | 2.89% |
| TVS Motor CompanyAutomobiles | 0.63% | 0.68% |
| HDFC Life Insurance CompanyInsurance | 0.62% | 1.49% |
| Hindustan AeronauticsAerospace & Defense | 0.57% | 0.68% |
| Bayer CropscienceFertilizers & Agrochemicals | 0.54% | 1.04% |
| TrentRetailing | 1.05% | 0.50% |
| Bharat Petroleum CorporationPetroleum Products | 0.51% | 0.27% |
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.