How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and Franklin India Small Cap Fund ^ overlap?

They share 9 common holdings, a weighted portfolio overlap of about 11.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 11.22% 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 Franklin India Small Cap Fund ^

Aditya Birla SL MF · Solution-OrientedFranklin Templeton MF · Small Cap· as on May 2026

Weighted portfolio overlap

11.22%

Low overlap

Common

Only Aditya

Only Franklin

9 of 153 unique stocks in common · Jaccard: 5.9%

Common holdings

Stock	in Aditya	in Franklin
Kirloskar Oil EnginesIndustrial Products	2.20%	2.28%
Kajaria CeramicsConsumer Durables	1.66%	2.22%
Axis BankBanks	1.82%	1.40%
HDFC BankBanks	2.34%	1.28%
Sona BLW Precision ForgingsAuto Components	1.81%	1.19%
Ujjivan Small Finance BankBanks	1.39%	1.02%
AtulChemicals & Petrochemicals	0.91%	1.06%
City Union BankBanks	1.26%	0.88%
SobhaRealty	0.69%	1.55%

FAQ

How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and Franklin India Small Cap Fund ^ overlap?: They share 9 common holdings, a weighted portfolio overlap of about 11.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 11.22% 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.