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21 of 51 unique stocks in common · Jaccard: 41.2%
A weighted portfolio overlap of 53.59% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹53.59 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 Sun Pharmaceutical Industries, which commands a weight of 13.17% in Aditya Birla Sun Life Pharma & Healthcare Fund and 13.01% in Kotak Healthcare Fund. Holding both schemes increases your concentration in Sun Pharmaceutical 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 | in Kotak |
|---|---|---|
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 13.17% | 13.01% |
| JB Chemicals & PharmaceuticalsPharmaceuticals & Biotechnology | 4.71% | 6.23% |
| Fortis HealthcareHealthcare Services | 3.87% | 4.31% |
| CiplaPharmaceuticals & Biotechnology | 3.30% | 5.00% |
| Mankind PharmaPharmaceuticals & Biotechnology | 3.88% | 3.18% |
| Apollo Hospitals EnterpriseHealthcare Services | 7.20% | 2.92% |
| LupinPharmaceuticals & Biotechnology | 4.00% | 2.63% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 4.49% | 2.29% |
| Ajanta PharmaPharmaceuticals & Biotechnology | 4.05% | 2.20% |
| Sai Life SciencesPharmaceuticals & Biotechnology | 2.20% | 2.90% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 1.88% | 5.95% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 2.10% | 1.86% |
| Corona RemediesPharmaceuticals & Biotechnology | 2.24% | 1.65% |
| Emcure PharmaceuticalsPharmaceuticals & Biotechnology | 3.32% | 1.51% |
| Jubilant PharmovaPharmaceuticals & Biotechnology | 1.20% | 2.40% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 1.20% | 2.44% |
| Metropolis HealthcareHealthcare Services | 1.42% | 1.09% |
| Gland PharmaPharmaceuticals & Biotechnology | 0.97% | 2.01% |
| Dr. Lal Path LabsHealthcare Services | 0.94% | 1.26% |
| Max Healthcare InstituteHealthcare Services | 0.77% | 5.43% |
| Medi Assist Healthcare ServicesInsurance | 1.00% | 0.22% |
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.