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27 of 250 unique stocks in common · Jaccard: 10.8%
A weighted portfolio overlap of 21.95% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.95 is allocated to the exact same companies at the same relative proportions. The schemes share 27 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 7.13% in UTI Nifty500 Shariah Index 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 UTI |
|---|---|---|
| InfosysIT - Software | 4.24% | 7.13% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.95% | 3.34% |
| Hindalco IndustriesNon - Ferrous Metals | 1.79% | 2.86% |
| Ultratech CementCement & Cement Products | 1.37% | 2.38% |
| HCL TechnologiesIT - Software | 1.32% | 2.19% |
| Tech MahindraIT - Software | 1.08% | 1.65% |
| TrentRetailing | 1.05% | 1.64% |
| Avenue SupermartsRetailing | 1.21% | 1.05% |
| Persistent SystemsIT - Software | 1.20% | 0.99% |
| Britannia IndustriesFood Products | 0.87% | 1.07% |
| Hindustan UnileverDiversified FMCG | 0.85% | 3.35% |
| Samvardhana Motherson InternationalAuto Components | 0.75% | 1.13% |
| Godrej Consumer ProductsPersonal Products | 1.40% | 0.72% |
| Cummins IndiaIndustrial Products | 0.69% | 1.39% |
| SwiggyRetailing | 0.68% | 0.62% |
| Bharat Petroleum CorporationPetroleum Products | 0.51% | 1.06% |
| Jindal SteelFerrous Metals | 0.50% | 0.78% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.78% | 0.32% |
| Suzlon EnergyElectrical Equipment | 0.28% | 1.21% |
| Tata Consultancy ServicesIT - Software | 0.20% | 4.04% |
| CG Power and Industrial SolutionsElectrical Equipment | 0.15% | 1.10% |
| EmamiPersonal Products | 0.61% | 0.14% |
| SobhaRealty | 0.29% | 0.11% |
| Whirlpool of IndiaConsumer Durables | 0.53% | 0.11% |
| Bayer CropscienceFertilizers & Agrochemicals | 0.54% | 0.10% |
| JSW DuluxConsumer Durables | 0.76% | 0.10% |
| Afcons InfrastructureConstruction | 0.28% | 0.09% |
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.