Loading fund overlap…
15 of 138 unique stocks in common · Jaccard: 10.9%
A weighted portfolio overlap of 16.66% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.66 is allocated to the exact same companies at the same relative proportions. The schemes share 15 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 3.93% in SBI Large and Midcap 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 SBI |
|---|---|---|
| ICICI BankBanks | 4.40% | 3.93% |
| State Bank of IndiaBanks | 3.90% | 2.79% |
| Jindal SteelFerrous Metals | 2.29% | 1.85% |
| SwiggyRetailing | 1.35% | 2.07% |
| Axis BankBanks | 1.22% | 3.20% |
| Samvardhana Motherson InternationalAuto Components | 1.95% | 0.97% |
| JSW EnergyPower | 0.96% | 0.99% |
| Bajaj FinservFinance | 0.94% | 0.99% |
| InfosysIT - Software | 1.11% | 0.93% |
| JK CementCement & Cement Products | 2.86% | 0.49% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.54% | 0.43% |
| AstralIndustrial Products | 2.05% | 0.25% |
| Hindustan Petroleum CorporationPetroleum Products | 0.77% | 0.24% |
| Hexaware TechnologiesIT - Software | 0.24% | 1.59% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.07% | 2.20% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.