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27 of 115 unique stocks in common · Jaccard: 23.5%
A weighted portfolio overlap of 30.35% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹30.35 is allocated to the exact same companies at the same relative proportions. The schemes share 27 common holdings.
The largest overlapping asset in their portfolios is Shriram Finance, which commands a weight of 3.70% in Aditya Birla Sun Life Special Opportunities Fund and 3.27% in Aditya Birla Sun Life Value Fund. Holding both schemes increases your concentration in Shriram Finance 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 Birla Sun Life Special | in Aditya Birla Sun Life Value |
|---|---|---|
| Shriram FinanceFinance | 3.70% | 3.27% |
| ICICI BankBanks | 3.68% | 2.91% |
| Axis BankBanks | 2.71% | 2.98% |
| InfosysIT - Software | 2.70% | 3.55% |
| Ambuja CementsCement & Cement Products | 1.88% | 1.64% |
| Kotak Mahindra BankBanks | 1.98% | 1.56% |
| Reliance IndustriesPetroleum Products | 1.49% | 3.56% |
| Tech MahindraIT - Software | 1.43% | 3.02% |
| HDFC BankBanks | 1.33% | 3.20% |
| SwiggyRetailing | 1.30% | 2.24% |
| SobhaRealty | 1.54% | 1.14% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.34% | 1.06% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 0.96% | 1.20% |
| Jindal SteelFerrous Metals | 0.95% | 1.96% |
| Grasim IndustriesCement & Cement Products | 0.88% | 1.74% |
| VedantaDiversified Metals | 0.99% | 0.78% |
| Bajaj FinservFinance | 1.50% | 0.64% |
| Pitti EngineeringIndustrial Manufacturing | 0.59% | 0.93% |
| SAMHI HotelsLeisure Services | 0.82% | 0.50% |
| Hero MotoCorpAutomobiles | 0.49% | 1.00% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 0.48% |
| Carborundum UniversalIndustrial Products | 0.47% | 0.90% |
| VRL LogisticsTransport Services | 0.83% | 0.39% |
| MphasisIT - Software | 0.33% | 0.94% |
| Malco EnergyOil | 0.22% | 0.18% |
| Talwandi Sabo PowerPower | 0.13% | 0.10% |
| Vedanta Iron And SteelFerrous Metals | 0.07% | 0.05% |
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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.