How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan overlap?

They share 19 common holdings, a weighted portfolio overlap of about 20.94% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.94% 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 ICICI Prudential Retirement Fund - Hybrid Aggressive Plan

Aditya Birla SL MF · Solution-OrientedICICI Pru MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

20.94%

Moderate overlap

Common

Only Aditya

Only ICICI

19 of 137 unique stocks in common · Jaccard: 13.9%

Common holdings

Stock	in Aditya	in ICICI
HDFC BankBanks	2.34%	2.37%
Larsen & ToubroConstruction	1.73%	1.89%
Kirloskar Oil EnginesIndustrial Products	2.20%	1.65%
Tech MahindraIT - Software	1.64%	1.90%
Axis BankBanks	1.82%	1.52%
Hindustan UnileverDiversified FMCG	1.50%	1.83%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.79%	1.13%
Avenue SupermartsRetailing	1.10%	1.16%
EternalRetailing	2.00%	0.98%
Ambuja CementsCement & Cement Products	1.23%	0.98%
Reliance IndustriesPetroleum Products	0.93%	2.14%
TrentRetailing	1.34%	0.89%
State Bank of IndiaBanks	1.46%	0.87%
Bharat Petroleum CorporationPetroleum Products	0.87%	0.77%
AtulChemicals & Petrochemicals	0.91%	0.76%
Jindal Steel & PowerFerrous Metals	2.14%	0.70%
HDFC Life Insurance CompanyInsurance	0.62%	1.03%
Nippon Life India Asset ManagementCapital Markets	0.59%	0.61%
SwiggyRetailing	1.48%	0.23%

FAQ

How much do Aditya Birla Sun Life Retirement Fund - The 30S Plan and ICICI Prudential Retirement Fund - Hybrid Aggressive Plan overlap?: They share 19 common holdings, a weighted portfolio overlap of about 20.94% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.94% 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.