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29 of 125 unique stocks in common · Jaccard: 23.2%
A weighted portfolio overlap of 19.96% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.96 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 4.40% in Aditya Birla Sun Life Large & Mid Cap Fund and 8.72% in ICICI Prudential 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 ICICI |
|---|---|---|
| ICICI BankBanks | 4.40% | 8.72% |
| Mahindra & MahindraAutomobiles | 1.51% | 2.34% |
| Larsen & ToubroConstruction | 1.29% | 5.38% |
| Bharti AirtelTelecom - Services | 1.22% | 4.34% |
| Axis BankBanks | 1.22% | 4.67% |
| InfosysIT - Software | 1.11% | 3.60% |
| Hindustan AeronauticsAerospace & Defense | 1.51% | 1.11% |
| State Bank of IndiaBanks | 3.90% | 1.02% |
| InterGlobe AviationTransport Services | 0.86% | 1.83% |
| Reliance IndustriesPetroleum Products | 0.79% | 5.41% |
| TrentRetailing | 1.12% | 0.68% |
| Max Healthcare InstituteHealthcare Services | 0.95% | 0.59% |
| EternalRetailing | 1.47% | 0.54% |
| Tech MahindraIT - Software | 1.29% | 0.50% |
| TVS Motor CompanyAutomobiles | 1.72% | 0.49% |
| Titan CompanyConsumer Durables | 1.71% | 0.43% |
| SwiggyRetailing | 1.35% | 0.42% |
| ICICI Lombard General Insurance CompanyInsurance | 1.33% | 0.40% |
| ABB IndiaElectrical Equipment | 1.20% | 0.36% |
| VedantaDiversified Metals | 0.40% | 0.29% |
| Bajaj FinservFinance | 0.94% | 0.20% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.54% | 0.13% |
| Malco EnergyOil | 0.09% | 0.13% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.59% | 0.08% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.07% | 0.68% |
| Hexaware TechnologiesIT - Software | 0.24% | 0.07% |
| Talwandi Sabo PowerPower | 0.05% | 0.13% |
| Vedanta Iron And SteelFerrous Metals | 0.03% | 0.13% |
| Info Edge (India)Retailing | 0.01% | 0.51% |
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.