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21 of 146 unique stocks in common · Jaccard: 14.4%
A weighted portfolio overlap of 18.5% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.5 is allocated to the exact same companies at the same relative proportions. The schemes share 21 common holdings.
The largest overlapping asset in their portfolios is Navin Fluorine International, which commands a weight of 2.22% in Aditya Birla Sun Life Midcap Fund and 2.99% in Aditya Birla Sun Life Small Cap Fund. Holding both schemes increases your concentration in Navin Fluorine International 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 Midcap | in Aditya Birla Sun Life Small |
|---|---|---|
| Navin Fluorine InternationalChemicals & Petrochemicals | 2.22% | 2.99% |
| Fortis HealthcareHealthcare Services | 1.22% | 1.40% |
| Apar IndustriesElectrical Equipment | 1.20% | 1.31% |
| Aptus Value Housing Finance IndiaFinance | 1.30% | 1.08% |
| JK CementCement & Cement Products | 2.88% | 1.07% |
| Hitachi Energy IndiaElectrical Equipment | 0.96% | 1.18% |
| Radico KhaitanBeverages | 0.96% | 2.13% |
| Cholamandalam Financial HoldingsFinance | 0.90% | 0.97% |
| Mrs Bectors Food SpecialitiesFood Products | 0.90% | 0.94% |
| SwiggyRetailing | 1.57% | 0.87% |
| CEATAuto Components | 0.84% | 1.12% |
| Prestige Estates ProjectsRealty | 2.06% | 0.81% |
| Whirlpool of IndiaConsumer Durables | 0.80% | 1.06% |
| Bank of IndiaBanks | 0.75% | 1.02% |
| PB FintechFinancial Technology (Fintech) | 1.78% | 0.71% |
| MeeshoRetailing | 0.68% | 1.52% |
| K.P.R. MillTextiles & Apparels | 2.23% | 0.64% |
| Aditya Birla Real EstateRealty | 0.57% | 1.27% |
| Stylam IndustriesConsumer Durables | 0.89% | 0.51% |
| Firstsource SolutionsCommercial Services & Supplies | 0.41% | 0.57% |
| Dr. Lal Path LabsHealthcare Services | 0.40% | 1.35% |
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.