Loading fund overlap…
12 of 109 unique stocks in common · Jaccard: 11%
A weighted portfolio overlap of 15.72% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.72 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.22% in Aditya Birla Sun Life Special Opportunities Fund and 5.28% in HDFC Consumption Fund. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.22% | 5.28% |
| Mahindra & MahindraAutomobiles | 1.80% | 6.40% |
| EternalRetailing | 1.29% | 9.35% |
| Vishal Mega MartRetailing | 1.24% | 4.68% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.63% | 1.14% |
| Sedemac MechatronicsAuto Components | 1.02% | 2.18% |
| United SpiritsBeverages | 0.96% | 3.89% |
| Varun BeveragesBeverages | 0.91% | 3.42% |
| Dabur IndiaPersonal Products | 0.73% | 1.58% |
| LG Electronics IndiaConsumer Durables | 0.83% | 0.51% |
| Hero MotoCorpAutomobiles | 0.49% | 1.00% |
| Safari Industries (India)Consumer Durables | 0.52% | 0.40% |
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.