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9 of 107 unique stocks in common · Jaccard: 8.4%
A weighted portfolio overlap of 19.6% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.6 is allocated to the exact same companies at the same relative proportions. The schemes share 9 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 5.02% in IB13-Groww Value 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 IB13-Groww |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.22% | 5.02% |
| ICICI BankBanks | 3.68% | 5.53% |
| Axis BankBanks | 2.71% | 2.89% |
| Ambuja CementsCement & Cement Products | 1.88% | 1.84% |
| SobhaRealty | 1.54% | 1.97% |
| ICICI Lombard General Insurance CompanyInsurance | 1.52% | 1.74% |
| Reliance IndustriesPetroleum Products | 1.49% | 4.21% |
| HDFC BankBanks | 1.33% | 7.02% |
| AtulChemicals & Petrochemicals | 1.27% | 0.46% |
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.