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16 of 131 unique stocks in common · Jaccard: 12.2%
A weighted portfolio overlap of 19.06% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.06 is allocated to the exact same companies at the same relative proportions. The schemes share 16 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 7.17% in ICICI Prudential Business Cycle 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 ICICI |
|---|---|---|
| ICICI BankBanks | 3.68% | 7.17% |
| Bharti AirtelTelecom - Services | 5.22% | 3.12% |
| Axis BankBanks | 2.71% | 3.41% |
| Kotak Mahindra BankBanks | 1.98% | 3.30% |
| Mahindra & MahindraAutomobiles | 1.80% | 1.83% |
| Reliance IndustriesPetroleum Products | 1.49% | 5.46% |
| HDFC BankBanks | 1.33% | 9.24% |
| ICICI Lombard General Insurance CompanyInsurance | 1.52% | 0.71% |
| AtulChemicals & Petrochemicals | 1.27% | 0.61% |
| Hero MotoCorpAutomobiles | 0.49% | 2.07% |
| SwiggyRetailing | 1.30% | 0.34% |
| Ambuja CementsCement & Cement Products | 1.88% | 0.25% |
| UTI Asset Management CompanyCapital Markets | 0.99% | 0.20% |
| SobhaRealty | 1.54% | 0.17% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 1.63% | 0.11% |
| Carborundum UniversalIndustrial Products | 0.47% | 0.07% |
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.