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28 of 124 unique stocks in common · Jaccard: 22.6%
A weighted portfolio overlap of 35.39% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹35.39 is allocated to the exact same companies at the same relative proportions. The schemes share 28 common holdings.
The largest overlapping asset in their portfolios is AU Small Finance Bank, which commands a weight of 3.44% in Aditya Birla Sun Life Large & Mid Cap Fund and 3.25% in Aditya Birla Sun Life Midcap Fund. Holding both schemes increases your concentration in AU Small Finance 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 Birla Sun Life Large | in Aditya Birla Sun Life Midcap |
|---|---|---|
| AU Small Finance BankBanks | 3.44% | 3.25% |
| JK CementCement & Cement Products | 2.86% | 2.88% |
| APL Apollo TubesIndustrial Products | 2.58% | 2.64% |
| Max Financial ServicesInsurance | 2.45% | 3.09% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 2.22% | 2.22% |
| KEI IndustriesIndustrial Products | 2.28% | 2.17% |
| Jindal SteelFerrous Metals | 2.29% | 1.97% |
| UNO MindaAuto Components | 1.95% | 1.91% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 1.76% | 1.82% |
| The Phoenix MillsRealty | 1.63% | 1.58% |
| K.P.R. MillTextiles & Apparels | 1.37% | 2.23% |
| SwiggyRetailing | 1.35% | 1.57% |
| Bank of MaharashtraBanks | 1.60% | 1.26% |
| Fortis HealthcareHealthcare Services | 1.38% | 1.22% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.59% | 1.21% |
| TVS Motor CompanyAutomobiles | 1.72% | 1.11% |
| Schaeffler IndiaAuto Components | 1.69% | 1.09% |
| Muthoot FinanceFinance | 1.08% | 1.27% |
| MeeshoRetailing | 0.72% | 0.68% |
| MphasisIT - Software | 0.57% | 1.49% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.54% | 0.52% |
| VedantaDiversified Metals | 0.40% | 0.39% |
| AstralIndustrial Products | 2.05% | 0.37% |
| Hexaware TechnologiesIT - Software | 0.24% | 1.33% |
| Malco EnergyOil | 0.09% | 0.09% |
| Talwandi Sabo PowerPower | 0.05% | 0.05% |
| Vedanta Iron And SteelFerrous Metals | 0.03% | 0.03% |
| TVS Motor Company Limited (Preference Share)Automobiles | 0.02% | 0.01% |
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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.