How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and DSP Nifty Smallcap250 Quality 50 Index Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 6.14% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.14% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Retirement Fund - The 30S Plan vs DSP Nifty Smallcap250 Quality 50 Index Fund

Aditya Birla SL MF · Solution-OrientedDSP MF · Index Fund· as on May 2026

Weighted portfolio overlap

6.14%

Low overlap

Common

Only Aditya

Only DSP

7 of 118 unique stocks in common · Jaccard: 5.9%

Common holdings

Stock	in Aditya	in DSP
Kajaria CeramicsConsumer Durables	1.66%	1.71%
Aptus Value Housing Finance IndiaFinance	1.26%	1.92%
Computer Age Management ServicesCapital Markets	0.79%	4.89%
Mahanagar GasGas	0.73%	1.62%
CyientIT - Services	0.61%	1.48%
Praj IndustriesIndustrial Manufacturing	0.60%	1.05%
Kirloskar BrothersIndustrial Products	0.49%	1.42%

FAQ

How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and DSP Nifty Smallcap250 Quality 50 Index Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 6.14% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.14% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.