How much do Aditya Birla Sun Life Retirement Fund - The 50S Plan and ICICI Prudential Large Cap Fund overlap?

They share 19 common holdings, a weighted portfolio overlap of about 11.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 11.3% 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 50S Plan vs ICICI Prudential Large Cap Fund

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

Weighted portfolio overlap

11.3%

Low overlap

Common

Only Aditya

Only ICICI

19 of 101 unique stocks in common · Jaccard: 18.8%

Overlap Analysis & Diversification Assessment

A weighted portfolio overlap of 11.3% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.3 is allocated to the exact same companies at the same relative proportions. The schemes share 19 common holdings.

The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 1.75% in Aditya Birla Sun Life Retirement Fund - The 50S Plan and 8.46% in ICICI Prudential Large Cap Fund. Holding both schemes increases your concentration in HDFC Bank 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).

Common holdings

Stock	in Aditya	in ICICI
HDFC BankBanks	1.75%	8.46%
ICICI BankBanks	1.68%	8.72%
Bharti AirtelTelecom - Services	1.07%	4.34%
State Bank of IndiaBanks	1.15%	1.02%
Ultratech CementCement & Cement Products	0.83%	2.69%
Axis BankBanks	0.82%	4.67%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	0.69%	2.65%
Larsen & ToubroConstruction	0.56%	5.38%
Avenue SupermartsRetailing	0.42%	0.92%
Tech MahindraIT - Software	0.39%	0.50%
Godrej Consumer ProductsPersonal Products	0.45%	0.33%
InfosysIT - Software	0.31%	3.60%
Kotak Mahindra BankBanks	0.29%	1.21%
SBI Life Insurance CompanyInsurance	0.28%	1.09%
NTPCPower	0.24%	2.38%
EternalRetailing	0.23%	0.54%
Bajaj AutoAutomobiles	0.64%	0.17%
CiplaPharmaceuticals & Biotechnology	0.16%	0.33%
Apollo Hospitals EnterpriseHealthcare Services	0.46%	0.08%

FAQ

How much do Aditya Birla Sun Life Retirement Fund - The 50S Plan and ICICI Prudential Large Cap Fund overlap?: They share 19 common holdings, a weighted portfolio overlap of about 11.3% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 11.3% 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.