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17 of 121 unique stocks in common · Jaccard: 14%
A weighted portfolio overlap of 18.85% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.85 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 4.40% in Aditya Birla Sun Life Large & Mid Cap Fund and 8.83% in HDFC Flexi 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 HDFC |
|---|---|---|
| ICICI BankBanks | 4.40% | 8.83% |
| State Bank of IndiaBanks | 3.90% | 4.22% |
| EternalRetailing | 1.47% | 2.73% |
| Larsen & ToubroConstruction | 1.29% | 3.55% |
| Bharti AirtelTelecom - Services | 1.22% | 2.96% |
| Axis BankBanks | 1.22% | 6.84% |
| InfosysIT - Software | 1.11% | 1.32% |
| Max Healthcare InstituteHealthcare Services | 0.95% | 1.38% |
| InterGlobe AviationTransport Services | 0.86% | 2.79% |
| Reliance IndustriesPetroleum Products | 0.79% | 2.01% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.59% | 0.58% |
| TVS Motor CompanyAutomobiles | 1.72% | 0.29% |
| SwiggyRetailing | 1.35% | 0.27% |
| Hindustan Petroleum CorporationPetroleum Products | 0.77% | 0.25% |
| Lenskart SolutionsRetailing | 0.19% | 0.51% |
| Hexaware TechnologiesIT - Software | 0.24% | 0.03% |
| Bharat ElectronicsAerospace & Defense | 2.05% | 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 May 2026). Equity holdings only, ISIN-verified. Not investment advice.