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12 of 101 unique stocks in common · Jaccard: 11.9%
A weighted portfolio overlap of 15.99% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.99 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 4.24% in Aditya Birla Sun Life Quant Fund and 4.22% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in State Bank of 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 HDFC |
|---|---|---|
| State Bank of IndiaBanks | 4.24% | 4.22% |
| Bharti AirtelTelecom - Services | 3.44% | 2.96% |
| Eicher MotorsAutomobiles | 2.86% | 2.46% |
| HCL TechnologiesIT - Software | 2.19% | 2.47% |
| Britannia IndustriesFood Products | 1.02% | 0.77% |
| LupinPharmaceuticals & Biotechnology | 2.56% | 0.74% |
| Bank of BarodaBanks | 2.51% | 0.69% |
| Apollo Hospitals EnterpriseHealthcare Services | 3.31% | 0.58% |
| Bajaj AutoAutomobiles | 0.51% | 1.78% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 3.86% | 0.34% |
| TVS Motor CompanyAutomobiles | 2.90% | 0.29% |
| Hindustan Petroleum CorporationPetroleum Products | 1.97% | 0.25% |
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.