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13 of 101 unique stocks in common · Jaccard: 12.9%
A weighted portfolio overlap of 18.54% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.54 is allocated to the exact same companies at the same relative proportions. The schemes share 13 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 4.04% in SBI Equity Hybrid 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 SBI |
|---|---|---|
| ICICI BankBanks | 3.68% | 4.04% |
| Bharti AirtelTelecom - Services | 5.22% | 3.27% |
| Kotak Mahindra BankBanks | 1.98% | 3.20% |
| InfosysIT - Software | 2.70% | 1.65% |
| Reliance IndustriesPetroleum Products | 1.49% | 2.36% |
| HDFC BankBanks | 1.33% | 2.39% |
| Hindalco IndustriesNon - Ferrous Metals | 1.01% | 1.74% |
| Vishal Mega MartRetailing | 1.24% | 1.01% |
| Jindal SteelFerrous Metals | 0.95% | 1.01% |
| AIA EngineeringIndustrial Products | 0.74% | 1.55% |
| SwiggyRetailing | 1.30% | 0.71% |
| MeeshoRetailing | 0.51% | 0.77% |
| Varun BeveragesBeverages | 0.91% | 0.21% |
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.