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23 of 129 unique stocks in common · Jaccard: 17.8%
A weighted portfolio overlap of 25.45% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.45 is allocated to the exact same companies at the same relative proportions. The schemes share 23 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 4.34% in ICICI Prudential Large Cap 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 ICICI |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.22% | 4.34% |
| ICICI BankBanks | 3.68% | 8.72% |
| Axis BankBanks | 2.71% | 4.67% |
| InfosysIT - Software | 2.70% | 3.60% |
| Mahindra & MahindraAutomobiles | 1.80% | 2.34% |
| Reliance IndustriesPetroleum Products | 1.49% | 5.41% |
| HDFC BankBanks | 1.33% | 8.46% |
| Kotak Mahindra BankBanks | 1.98% | 1.21% |
| United SpiritsBeverages | 0.96% | 0.97% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 2.65% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 1.63% | 0.68% |
| EternalRetailing | 1.29% | 0.54% |
| Tech MahindraIT - Software | 1.43% | 0.50% |
| Hero MotoCorpAutomobiles | 0.49% | 1.59% |
| SwiggyRetailing | 1.30% | 0.42% |
| ICICI Lombard General Insurance CompanyInsurance | 1.52% | 0.40% |
| Grasim IndustriesCement & Cement Products | 0.88% | 0.35% |
| VedantaDiversified Metals | 0.99% | 0.29% |
| Bajaj FinservFinance | 1.50% | 0.20% |
| Malco EnergyOil | 0.22% | 0.13% |
| Talwandi Sabo PowerPower | 0.13% | 0.13% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.34% | 0.13% |
| Vedanta Iron And SteelFerrous Metals | 0.07% | 0.13% |
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.