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13 of 112 unique stocks in common · Jaccard: 11.6%
A weighted portfolio overlap of 16.01% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.01 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Cummins India, which commands a weight of 3.67% in Aditya Birla Sun Life MNC Fund and 2.28% in Tata Infrastructure Fund. Holding both schemes increases your concentration in Cummins 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 Tata |
|---|---|---|
| Cummins IndiaIndustrial Products | 3.67% | 2.28% |
| ABB IndiaElectrical Equipment | 1.85% | 2.13% |
| Schaeffler IndiaAuto Components | 3.61% | 1.82% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.50% | 2.08% |
| Grindwell NortonIndustrial Products | 1.47% | 1.55% |
| SiemensElectrical Equipment | 1.40% | 1.45% |
| 3M IndiaDiversified | 1.98% | 1.28% |
| Timken IndiaIndustrial Products | 1.15% | 1.39% |
| Honeywell Automation IndiaIndustrial Manufacturing | 2.15% | 0.99% |
| Linde IndiaChemicals & Petrochemicals | 1.00% | 0.79% |
| Ambuja CementsCement & Cement Products | 0.66% | 2.14% |
| SKF India (Industrial)Industrial Products | 0.60% | 0.83% |
| KSBIndustrial Products | 0.21% | 1.24% |
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.