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10 of 126 unique stocks in common · Jaccard: 7.9%
A weighted portfolio overlap of 7.63% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.63 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Maruti Suzuki India, which commands a weight of 5.56% in Aditya Birla Sun Life MNC Fund and 2.91% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in Maruti Suzuki India 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 |
|---|---|---|
| Maruti Suzuki IndiaAutomobiles | 5.56% | 2.91% |
| BoschAuto Components | 1.89% | 1.10% |
| Hyundai Motor IndiaAutomobiles | 1.08% | 1.70% |
| Britannia IndustriesFood Products | 1.08% | 0.77% |
| United SpiritsBeverages | 3.37% | 0.72% |
| Sapphire Foods IndiaLeisure Services | 0.73% | 0.36% |
| Escorts KubotaAgricultural, Commercial & Construction Vehicles | 1.13% | 0.34% |
| SwiggyRetailing | 1.71% | 0.27% |
| Nippon Life India Asset ManagementCapital Markets | 0.34% | 0.05% |
| Hexaware TechnologiesIT - Software | 1.03% | 0.03% |
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.