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18 of 119 unique stocks in common · Jaccard: 15.1%
A weighted portfolio overlap of 19.54% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.54 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 4.24% in Aditya Birla Sun Life Large Cap Fund and 7.66% in Tata Ethical Fund. Holding both schemes increases your concentration in Infosys 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 Tata |
|---|---|---|
| InfosysIT - Software | 4.24% | 7.66% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.95% | 2.24% |
| Hindalco IndustriesNon - Ferrous Metals | 1.79% | 2.41% |
| Ultratech CementCement & Cement Products | 1.37% | 2.52% |
| HCL TechnologiesIT - Software | 1.32% | 2.95% |
| Tech MahindraIT - Software | 1.08% | 3.51% |
| Godrej Consumer ProductsPersonal Products | 1.40% | 1.06% |
| Britannia IndustriesFood Products | 0.87% | 2.09% |
| Hindustan UnileverDiversified FMCG | 0.85% | 3.27% |
| Avenue SupermartsRetailing | 1.21% | 0.79% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.78% | 2.16% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 1.27% |
| Cummins IndiaIndustrial Products | 0.69% | 1.97% |
| EmamiPersonal Products | 0.61% | 0.64% |
| Bharat Petroleum CorporationPetroleum Products | 0.51% | 2.07% |
| Jindal SteelFerrous Metals | 0.50% | 2.90% |
| Tata Consultancy ServicesIT - Software | 0.20% | 5.60% |
| Sanofi IndiaPharmaceuticals & Biotechnology | 0.29% | 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.