Loading fund overlap…
29 of 100 unique stocks in common · Jaccard: 29%
A weighted portfolio overlap of 52.53% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹52.53 is allocated to the exact same companies at the same relative proportions. The schemes share 29 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 8.51% in SBI Large Cap 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 SBI |
|---|---|---|
| ICICI BankBanks | 7.13% | 8.51% |
| HDFC BankBanks | 6.79% | 8.17% |
| Reliance IndustriesPetroleum Products | 5.63% | 5.43% |
| Larsen & ToubroConstruction | 3.79% | 5.26% |
| InfosysIT - Software | 4.24% | 3.63% |
| State Bank of IndiaBanks | 3.87% | 3.54% |
| Axis BankBanks | 3.83% | 3.05% |
| Kotak Mahindra BankBanks | 3.55% | 2.68% |
| Bharti AirtelTelecom - Services | 3.56% | 2.28% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.95% | 1.97% |
| EternalRetailing | 2.09% | 1.58% |
| Avenue SupermartsRetailing | 1.21% | 2.18% |
| Tech MahindraIT - Software | 1.08% | 1.94% |
| Cholamandalam Investment and Finance CompanyFinance | 0.98% | 2.20% |
| Sona BLW Precision ForgingsAuto Components | 0.94% | 1.39% |
| Hindustan UnileverDiversified FMCG | 0.85% | 1.55% |
| Britannia IndustriesFood Products | 0.87% | 0.85% |
| ICICI Lombard General Insurance CompanyInsurance | 0.77% | 0.75% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 3.31% |
| Ultratech CementCement & Cement Products | 1.37% | 0.74% |
| HDFC Life Insurance CompanyInsurance | 0.62% | 2.87% |
| Mankind PharmaPharmaceuticals & Biotechnology | 0.48% | 1.81% |
| PI IndustriesFertilizers & Agrochemicals | 0.45% | 1.13% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.41% | 1.42% |
| Varun BeveragesBeverages | 0.35% | 1.95% |
| VedantaDiversified Metals | 0.30% | 0.13% |
| Talwandi Sabo PowerPower | 0.04% | 0.07% |
| Malco EnergyOil | 0.07% | 0.02% |
| Vedanta Iron And SteelFerrous Metals | 0.02% | 0.02% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.