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13 of 123 unique stocks in common · Jaccard: 10.6%
A weighted portfolio overlap of 19.14% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.14 is allocated to the exact same companies at the same relative proportions. The schemes share 13 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 8.83% in HDFC Flexi Cap Fund. 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 HDFC |
|---|---|---|
| ICICI BankBanks | 3.68% | 8.83% |
| Bharti AirtelTelecom - Services | 5.22% | 2.96% |
| Axis BankBanks | 2.71% | 6.84% |
| Kotak Mahindra BankBanks | 1.98% | 3.43% |
| Reliance IndustriesPetroleum Products | 1.49% | 2.01% |
| HDFC BankBanks | 1.33% | 6.48% |
| InfosysIT - Software | 2.70% | 1.32% |
| EternalRetailing | 1.29% | 2.73% |
| United SpiritsBeverages | 0.96% | 0.72% |
| Vishal Mega MartRetailing | 1.24% | 0.70% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 1.25% | 0.57% |
| SwiggyRetailing | 1.30% | 0.27% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.51% | 0.12% |
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.