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14 of 125 unique stocks in common · Jaccard: 11.2%
A weighted portfolio overlap of 17.74% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.74 is allocated to the exact same companies at the same relative proportions. The schemes share 14 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 4.61% in ICICI Prudential Innovation 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% | 4.61% |
| Axis BankBanks | 2.71% | 3.06% |
| Bharti AirtelTelecom - Services | 5.22% | 2.02% |
| SwiggyRetailing | 1.30% | 1.99% |
| EternalRetailing | 1.29% | 2.54% |
| CoforgeIT - Software | 1.28% | 2.16% |
| BioconPharmaceuticals & Biotechnology | 1.11% | 1.28% |
| Amagi Media LabsIT - Services | 1.10% | 0.96% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 1.67% |
| LG Electronics IndiaConsumer Durables | 0.83% | 1.63% |
| Safari Industries (India)Consumer Durables | 0.52% | 0.62% |
| Rategain Travel TechnologiesIT - Software | 0.74% | 0.42% |
| AIA EngineeringIndustrial Products | 0.74% | 0.39% |
| MphasisIT - Software | 0.33% | 1.75% |
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.