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38 of 93 unique stocks in common · Jaccard: 40.9%
A weighted portfolio overlap of 62.19% indicates a significant overlap (largely the same bets). This means that out of every ₹100 you invest across these two schemes, approximately ₹62.19 is allocated to the exact same companies at the same relative proportions. The schemes share 38 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 10.73% in Aditya Birla Sun Life Nifty 50 Index Fund and 8.46% in ICICI Prudential Large Cap Fund. Holding both schemes increases your concentration in HDFC 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 ICICI |
|---|---|---|
| HDFC BankBanks | 10.73% | 8.46% |
| ICICI BankBanks | 8.20% | 8.72% |
| Reliance IndustriesPetroleum Products | 8.78% | 5.41% |
| Bharti AirtelTelecom - Services | 5.26% | 4.34% |
| Larsen & ToubroConstruction | 4.28% | 5.38% |
| InfosysIT - Software | 3.76% | 3.60% |
| Axis BankBanks | 3.31% | 4.67% |
| Mahindra & MahindraAutomobiles | 2.51% | 2.34% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.74% | 2.65% |
| NTPCPower | 1.72% | 2.38% |
| Maruti Suzuki IndiaAutomobiles | 1.59% | 3.55% |
| Ultratech CementCement & Cement Products | 1.25% | 2.69% |
| Kotak Mahindra BankBanks | 2.56% | 1.21% |
| Power Grid Corporation of IndiaPower | 1.31% | 1.08% |
| Oil & Natural Gas CorporationOil | 1.06% | 1.25% |
| State Bank of IndiaBanks | 4.03% | 1.02% |
| Asian PaintsConsumer Durables | 1.00% | 2.02% |
| ITCDiversified FMCG | 2.76% | 0.94% |
| InterGlobe AviationTransport Services | 0.88% | 1.83% |
| Hindustan UnileverDiversified FMCG | 1.81% | 0.83% |
| SBI Life Insurance CompanyInsurance | 0.74% | 1.09% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 0.73% | 0.87% |
| TrentRetailing | 0.84% | 0.68% |
| Eicher MotorsAutomobiles | 0.89% | 0.62% |
| Max Healthcare InstituteHealthcare Services | 0.67% | 0.59% |
| HDFC Life Insurance CompanyInsurance | 0.57% | 1.16% |
| EternalRetailing | 1.62% | 0.54% |
| Tech MahindraIT - Software | 0.85% | 0.50% |
| HCL TechnologiesIT - Software | 1.15% | 0.47% |
| Tata SteelFerrous Metals | 1.59% | 0.43% |
| Titan CompanyConsumer Durables | 1.64% | 0.43% |
| Tata Motors Passenger VehiclesAutomobiles | 0.65% | 0.36% |
| Grasim IndustriesCement & Cement Products | 0.97% | 0.35% |
| CiplaPharmaceuticals & Biotechnology | 0.67% | 0.33% |
| Bajaj FinservFinance | 0.92% | 0.20% |
| WiproIT - Software | 0.52% | 0.17% |
| Bajaj AutoAutomobiles | 1.01% | 0.17% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.71% | 0.08% |
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.