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7 of 94 unique stocks in common · Jaccard: 7.4%
A weighted portfolio overlap of 14.28% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.28 is allocated to the exact same companies at the same relative proportions. The schemes share 7 common holdings.
The largest overlapping asset in their portfolios is Aditya Infotech, which commands a weight of 5.30% in Aditya Birla Sun Life Special Opportunities Fund and 4.02% in Back to Index. Holding both schemes increases your concentration in Aditya Infotech 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 |
|---|---|---|
| Aditya InfotechIndustrial Manufacturing | 5.30% | 4.02% |
| ICICI BankBanks | 3.68% | 4.12% |
| Shriram FinanceFinance | 3.70% | 2.40% |
| Reliance IndustriesPetroleum Products | 1.49% | 3.34% |
| EternalRetailing | 1.29% | 3.95% |
| IndusInd BankBanks | 0.89% | 3.30% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.51% | 4.02% |
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.