Loading fund overlap…
47 of 131 unique stocks in common · Jaccard: 35.9%
A weighted portfolio overlap of 64.82% indicates a significant overlap (largely the same bets). This means that out of every ₹100 you invest across these two schemes, approximately ₹64.82 is allocated to the exact same companies at the same relative proportions. The schemes share 47 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 8.45% in SBI BSE 100 ETF. 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 SBI |
|---|---|---|
| HDFC BankBanks | 6.79% | 8.45% |
| ICICI BankBanks | 7.13% | 6.69% |
| Reliance IndustriesPetroleum Products | 5.63% | 6.65% |
| Bharti AirtelTelecom - Services | 3.56% | 3.88% |
| Larsen & ToubroConstruction | 3.79% | 3.55% |
| InfosysIT - Software | 4.24% | 3.01% |
| State Bank of IndiaBanks | 3.87% | 2.98% |
| Axis BankBanks | 3.83% | 2.74% |
| Kotak Mahindra BankBanks | 3.55% | 2.11% |
| Mahindra & MahindraAutomobiles | 3.24% | 2.02% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.95% | 1.45% |
| Bajaj FinanceFinance | 1.37% | 1.80% |
| NTPCPower | 2.21% | 1.37% |
| EternalRetailing | 2.09% | 1.33% |
| Titan CompanyConsumer Durables | 1.51% | 1.24% |
| Maruti Suzuki IndiaAutomobiles | 1.23% | 1.28% |
| Hindalco IndustriesNon - Ferrous Metals | 1.79% | 1.21% |
| ITCDiversified FMCG | 1.09% | 2.06% |
| Ultratech CementCement & Cement Products | 1.37% | 1.01% |
| HCL TechnologiesIT - Software | 1.32% | 0.93% |
| Hindustan UnileverDiversified FMCG | 0.85% | 1.43% |
| Bajaj AutoAutomobiles | 1.42% | 0.83% |
| Bajaj FinservFinance | 0.85% | 0.74% |
| Tech MahindraIT - Software | 1.08% | 0.70% |
| TrentRetailing | 1.05% | 0.70% |
| Shriram FinanceFinance | 0.65% | 0.98% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.23% | 0.62% |
| SBI Life Insurance CompanyInsurance | 1.74% | 0.61% |
| Cummins IndiaIndustrial Products | 0.69% | 0.60% |
| TVS Motor CompanyAutomobiles | 0.63% | 0.58% |
| Hindustan AeronauticsAerospace & Defense | 0.57% | 0.60% |
| Adani PowerPower | 0.52% | 0.73% |
| Cholamandalam Investment and Finance CompanyFinance | 0.98% | 0.49% |
| HDFC Life Insurance CompanyInsurance | 0.62% | 0.48% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 0.48% |
| Britannia IndustriesFood Products | 0.87% | 0.46% |
| Avenue SupermartsRetailing | 1.21% | 0.45% |
| Bharat Petroleum CorporationPetroleum Products | 0.51% | 0.43% |
| Persistent SystemsIT - Software | 1.20% | 0.42% |
| Varun BeveragesBeverages | 0.35% | 0.53% |
| The Federal BankBanks | 0.33% | 0.53% |
| ICICI Lombard General Insurance CompanyInsurance | 0.77% | 0.33% |
| Godrej Consumer ProductsPersonal Products | 1.40% | 0.30% |
| DLFRealty | 0.65% | 0.28% |
| Suzlon EnergyElectrical Equipment | 0.28% | 0.51% |
| United SpiritsBeverages | 1.31% | 0.27% |
| Tata Consultancy ServicesIT - Software | 0.20% | 1.70% |
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.