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59 of 515 unique stocks in common · Jaccard: 11.5%
A weighted portfolio overlap of 27.08% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.08 is allocated to the exact same companies at the same relative proportions. The schemes share 59 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 3.68% in Aditya Birla Sun Life Special Opportunities Fund and 4.66% in Back to Index. Holding both schemes increases your concentration in ICICI 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).
| Stock | in Aditya | in Back |
|---|---|---|
| ICICI BankBanks | 3.68% | 4.66% |
| Bharti AirtelTelecom - Services | 5.22% | 2.99% |
| InfosysIT - Software | 2.70% | 2.14% |
| Axis BankBanks | 2.71% | 1.88% |
| Reliance IndustriesPetroleum Products | 1.49% | 4.98% |
| Kotak Mahindra BankBanks | 1.98% | 1.46% |
| Mahindra & MahindraAutomobiles | 1.80% | 1.43% |
| HDFC BankBanks | 1.33% | 6.09% |
| EternalRetailing | 1.29% | 0.92% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 0.99% |
| Hindalco IndustriesNon - Ferrous Metals | 1.01% | 0.77% |
| Shriram FinanceFinance | 3.70% | 0.68% |
| Grasim IndustriesCement & Cement Products | 0.88% | 0.55% |
| Bajaj FinservFinance | 1.50% | 0.52% |
| Tech MahindraIT - Software | 1.43% | 0.48% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 1.63% | 0.44% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.63% | 0.38% |
| Varun BeveragesBeverages | 0.91% | 0.36% |
| Hero MotoCorpAutomobiles | 0.49% | 0.34% |
| IndusInd BankBanks | 0.89% | 0.31% |
| Indus TowersTelecom - Services | 1.79% | 0.27% |
| Fortis HealthcareHealthcare Services | 1.54% | 0.25% |
| VedantaDiversified Metals | 0.99% | 0.24% |
| Jindal SteelFerrous Metals | 0.95% | 0.23% |
| ICICI Lombard General Insurance CompanyInsurance | 1.52% | 0.22% |
| CoforgeIT - Software | 1.28% | 0.21% |
| United SpiritsBeverages | 0.96% | 0.20% |
| SwiggyRetailing | 1.30% | 0.19% |
| MphasisIT - Software | 0.33% | 0.16% |
| Ambuja CementsCement & Cement Products | 1.88% | 0.14% |
| BioconPharmaceuticals & Biotechnology | 1.11% | 0.13% |
| Dabur IndiaPersonal Products | 0.73% | 0.13% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 1.97% | 0.13% |
| Vishal Mega MartRetailing | 1.24% | 0.13% |
| Malco EnergyOil | 0.22% | 0.11% |
| Talwandi Sabo PowerPower | 0.13% | 0.11% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.34% | 0.11% |
| RBL BankBanks | 1.91% | 0.10% |
| AIA EngineeringIndustrial Products | 0.74% | 0.08% |
| Bank of MaharashtraBanks | 2.91% | 0.08% |
| Billionbrains Garage VenturesCapital Markets | 2.53% | 0.07% |
| LG Electronics IndiaConsumer Durables | 0.83% | 0.07% |
| Vedanta Iron And SteelFerrous Metals | 0.07% | 0.11% |
| AtulChemicals & Petrochemicals | 1.27% | 0.06% |
| Carborundum UniversalIndustrial Products | 0.47% | 0.06% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.51% | 0.06% |
| K.P.R. MillTextiles & Apparels | 0.73% | 0.05% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 0.96% | 0.05% |
| Jubilant FoodworksLeisure Services | 0.05% | 0.10% |
| CEATAuto Components | 1.45% | 0.04% |
| Inventurus Knowledge SolutionsIT - Services | 0.73% | 0.04% |
| MeeshoRetailing | 0.51% | 0.03% |
| PhysicswallahOther Consumer Services | 1.60% | 0.03% |
| SobhaRealty | 1.54% | 0.03% |
| Aditya InfotechIndustrial Manufacturing | 5.30% | 0.02% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 1.25% | 0.02% |
| Bikaji Foods InternationalFood Products | 1.59% | 0.02% |
| TBO TekLeisure Services | 1.26% | 0.02% |
| UTI Asset Management CompanyCapital Markets | 0.99% | 0.02% |
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.