Loading fund overlap…
9 of 144 unique stocks in common · Jaccard: 6.3%
A weighted portfolio overlap of 4.1% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹4.1 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is PB Fintech, which commands a weight of 0.71% in Aditya Birla Sun Life Small Cap Fund and 1.18% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in PB Fintech 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 |
|---|---|---|
| PB FintechFinancial Technology (Fintech) | 0.71% | 1.18% |
| Dr. Lal Path LabsHealthcare Services | 1.35% | 0.66% |
| Piramal PharmaPharmaceuticals & Biotechnology | 0.66% | 1.53% |
| CyientIT - Services | 0.72% | 0.49% |
| Prestige Estates ProjectsRealty | 0.81% | 0.45% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.96% | 0.40% |
| The Ramco CementsCement & Cement Products | 1.68% | 0.34% |
| SwiggyRetailing | 0.87% | 0.27% |
| BirlasoftIT - Software | 0.66% | 0.13% |
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.