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16 of 104 unique stocks in common · Jaccard: 15.4%
A weighted portfolio overlap of 27.55% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.55 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 Aditya Infotech, which commands a weight of 5.30% in Aditya Birla Sun Life Special Opportunities Fund and 4.72% in Kotak Business Cycle Fund. Holding both schemes increases your concentration in Aditya Infotech 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 Kotak |
|---|---|---|
| Aditya InfotechIndustrial Manufacturing | 5.30% | 4.72% |
| ICICI BankBanks | 3.68% | 7.96% |
| Axis BankBanks | 2.71% | 4.19% |
| Shriram FinanceFinance | 3.70% | 2.60% |
| Mahindra & MahindraAutomobiles | 1.80% | 2.09% |
| InfosysIT - Software | 2.70% | 1.77% |
| ICICI Lombard General Insurance CompanyInsurance | 1.52% | 1.98% |
| Reliance IndustriesPetroleum Products | 1.49% | 1.50% |
| HDFC BankBanks | 1.33% | 2.64% |
| EternalRetailing | 1.29% | 3.21% |
| Vishal Mega MartRetailing | 1.24% | 2.43% |
| United SpiritsBeverages | 0.96% | 1.40% |
| LG Electronics IndiaConsumer Durables | 0.83% | 1.10% |
| Tech MahindraIT - Software | 1.43% | 0.76% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.51% | 1.22% |
| MphasisIT - Software | 0.33% | 1.67% |
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.