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15 of 114 unique stocks in common · Jaccard: 13.2%
A weighted portfolio overlap of 18.56% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.56 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Axis Bank, which commands a weight of 2.71% in Aditya Birla Sun Life Special Opportunities Fund and 3.60% in Lic Mf Children’S Fund. Holding both schemes increases your concentration in Axis 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 Lic |
|---|---|---|
| Axis BankBanks | 2.71% | 3.60% |
| ICICI BankBanks | 3.68% | 2.32% |
| Kotak Mahindra BankBanks | 1.98% | 2.27% |
| Mahindra & MahindraAutomobiles | 1.80% | 1.78% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 1.63% | 1.39% |
| HDFC BankBanks | 1.33% | 2.99% |
| Tech MahindraIT - Software | 1.43% | 1.13% |
| Bikaji Foods InternationalFood Products | 1.59% | 0.97% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 0.96% | 2.43% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 1.64% |
| LG Electronics IndiaConsumer Durables | 0.83% | 1.00% |
| Shriram FinanceFinance | 3.70% | 0.80% |
| K.P.R. MillTextiles & Apparels | 0.73% | 1.04% |
| EternalRetailing | 1.29% | 0.40% |
| MphasisIT - Software | 0.33% | 1.35% |
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.