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18 of 197 unique stocks in common · Jaccard: 9.1%
A weighted portfolio overlap of 8.29% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹8.29 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Persistent Systems, which commands a weight of 1.33% in Aditya Birla Sun Life Nifty Midcap 150 Index Fund and 1.25% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in Persistent Systems 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 |
|---|---|---|
| Persistent SystemsIT - Software | 1.33% | 1.25% |
| PB FintechFinancial Technology (Fintech) | 1.45% | 1.18% |
| FSN E-Commerce VenturesRetailing | 0.92% | 0.80% |
| LupinPharmaceuticals & Biotechnology | 1.42% | 0.74% |
| Vishal Mega MartRetailing | 0.66% | 0.70% |
| Havells IndiaConsumer Durables | 0.80% | 0.57% |
| Prestige Estates ProjectsRealty | 0.61% | 0.45% |
| BSECapital Markets | 3.79% | 0.44% |
| Lenskart SolutionsRetailing | 0.38% | 0.51% |
| Dixon Technologies (India)Consumer Durables | 1.17% | 0.36% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 1.18% | 0.34% |
| Escorts KubotaAgricultural, Commercial & Construction Vehicles | 0.27% | 0.34% |
| SwiggyRetailing | 0.94% | 0.27% |
| Hindustan Petroleum CorporationPetroleum Products | 0.92% | 0.25% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 0.12% | 0.57% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.29% | 0.12% |
| Nippon Life India Asset ManagementCapital Markets | 0.46% | 0.05% |
| Hexaware TechnologiesIT - Software | 0.17% | 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.