Loading fund overlap…
21 of 132 unique stocks in common · Jaccard: 15.9%
A weighted portfolio overlap of 25.33% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.33 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 Reliance Industries, which commands a weight of 3.64% in Aditya Birla Sun Life Multi-Cap Fund and 3.56% in Aditya Birla Sun Life Value Fund. Holding both schemes increases your concentration in Reliance Industries 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 Multi-Cap | in Aditya Birla Sun Life Value |
|---|---|---|
| Reliance IndustriesPetroleum Products | 3.64% | 3.56% |
| State Bank of IndiaBanks | 3.38% | 2.94% |
| ICICI BankBanks | 2.77% | 2.91% |
| Axis BankBanks | 1.86% | 2.98% |
| HDFC BankBanks | 1.86% | 3.20% |
| Shriram FinanceFinance | 1.41% | 3.27% |
| InfosysIT - Software | 1.41% | 3.55% |
| Jindal SteelFerrous Metals | 1.20% | 1.96% |
| Granules IndiaPharmaceuticals & Biotechnology | 1.09% | 1.54% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.24% | 1.06% |
| Craftsman AutomationAuto Components | 1.33% | 0.82% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.80% | 2.05% |
| Asahi India GlassAuto Components | 0.80% | 0.80% |
| VedantaDiversified Metals | 0.91% | 0.78% |
| The Federal BankBanks | 0.97% | 0.72% |
| Larsen & ToubroConstruction | 2.61% | 0.68% |
| Tech MahindraIT - Software | 0.67% | 3.02% |
| CyientIT - Services | 0.58% | 0.82% |
| Malco EnergyOil | 0.21% | 0.18% |
| Talwandi Sabo PowerPower | 0.12% | 0.10% |
| Vedanta Iron And SteelFerrous Metals | 0.06% | 0.05% |
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.