Loading fund overlap…
18 of 170 unique stocks in common · Jaccard: 10.6%
A weighted portfolio overlap of 19.03% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.03 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Navin Fluorine International, which commands a weight of 2.99% in Aditya Birla Sun Life Small Cap Fund and 3.60% in Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF. Holding both schemes increases your concentration in Navin Fluorine International 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 Mirae |
|---|---|---|
| Navin Fluorine InternationalChemicals & Petrochemicals | 2.99% | 3.60% |
| Multi Commodity Exchange of IndiaCapital Markets | 2.70% | 3.89% |
| Radico KhaitanBeverages | 2.13% | 3.10% |
| Manappuram FinanceFinance | 1.64% | 2.89% |
| Angel OneCapital Markets | 1.44% | 2.20% |
| Dr. Lal Path LabsHealthcare Services | 1.35% | 1.51% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.96% | 1.23% |
| PNB Housing FinanceFinance | 2.15% | 0.87% |
| CCL Products (India)Agricultural Food & Other Products | 2.29% | 0.77% |
| CEATAuto Components | 1.12% | 0.63% |
| PG ElectroplastConsumer Durables | 1.31% | 0.59% |
| Firstsource SolutionsCommercial Services & Supplies | 0.57% | 0.58% |
| Home First Finance Company IndiaFinance | 0.56% | 0.81% |
| CyientIT - Services | 0.72% | 0.54% |
| BirlasoftIT - Software | 0.66% | 0.41% |
| Jindal SawIndustrial Products | 0.71% | 0.34% |
| Latent View AnalyticsIT - Software | 0.83% | 0.28% |
| EmamiPersonal Products | 0.25% | 0.80% |
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.