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16 of 130 unique stocks in common · Jaccard: 12.3%
A weighted portfolio overlap of 29.27% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.27 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 6.79% in Aditya Birla Sun Life Large Cap Fund and 6.88% in ICICI Prudential Children’s Fund. Holding both schemes increases your concentration in HDFC 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 ICICI |
|---|---|---|
| HDFC BankBanks | 6.79% | 6.88% |
| Reliance IndustriesPetroleum Products | 5.63% | 8.45% |
| State Bank of IndiaBanks | 3.87% | 3.43% |
| InfosysIT - Software | 4.24% | 3.30% |
| Axis BankBanks | 3.83% | 2.28% |
| Kotak Mahindra BankBanks | 3.55% | 2.18% |
| HCL TechnologiesIT - Software | 1.32% | 2.84% |
| Hindustan UnileverDiversified FMCG | 0.85% | 1.41% |
| Bajaj FinservFinance | 0.85% | 2.41% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 0.63% |
| ITCDiversified FMCG | 1.09% | 0.61% |
| PI IndustriesFertilizers & Agrochemicals | 0.45% | 0.49% |
| Bayer CropscienceFertilizers & Agrochemicals | 0.54% | 0.35% |
| Godrej Consumer ProductsPersonal Products | 1.40% | 0.22% |
| Tata Consultancy ServicesIT - Software | 0.20% | 1.60% |
| EternalRetailing | 2.09% | 0.18% |
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.