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24 of 135 unique stocks in common · Jaccard: 17.8%
A weighted portfolio overlap of 33.42% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹33.42 is allocated to the exact same companies at the same relative proportions. The schemes share 24 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 5.82% in SBI Contra 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 SBI |
|---|---|---|
| HDFC BankBanks | 6.79% | 5.82% |
| Reliance IndustriesPetroleum Products | 5.63% | 4.95% |
| ICICI BankBanks | 7.13% | 3.58% |
| Kotak Mahindra BankBanks | 3.55% | 2.60% |
| State Bank of IndiaBanks | 3.87% | 1.43% |
| Bajaj AutoAutomobiles | 1.42% | 1.44% |
| Axis BankBanks | 3.83% | 1.34% |
| Hindalco IndustriesNon - Ferrous Metals | 1.79% | 1.34% |
| Bharti AirtelTelecom - Services | 3.56% | 1.22% |
| Maruti Suzuki IndiaAutomobiles | 1.23% | 1.09% |
| ITCDiversified FMCG | 1.09% | 1.88% |
| Tech MahindraIT - Software | 1.08% | 1.66% |
| HCL TechnologiesIT - Software | 1.32% | 0.88% |
| Larsen & ToubroConstruction | 3.79% | 0.87% |
| United SpiritsBeverages | 1.31% | 0.79% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 0.93% |
| InfosysIT - Software | 4.24% | 0.68% |
| Whirlpool of IndiaConsumer Durables | 0.53% | 0.70% |
| Mankind PharmaPharmaceuticals & Biotechnology | 0.48% | 0.67% |
| Bandhan BankBanks | 0.45% | 0.77% |
| DelhiveryTransport Services | 0.37% | 0.87% |
| Gland PharmaPharmaceuticals & Biotechnology | 0.32% | 0.53% |
| Tata Consultancy ServicesIT - Software | 0.20% | 0.45% |
| Sanofi IndiaPharmaceuticals & Biotechnology | 0.29% | 0.16% |
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.