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11 of 111 unique stocks in common · Jaccard: 9.9%
A weighted portfolio overlap of 15.51% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.51 is allocated to the exact same companies at the same relative proportions. The schemes share 11 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 7.20% in Tata Nifty India Digital Exchange Traded 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 Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.22% | 7.20% |
| InfosysIT - Software | 2.70% | 6.44% |
| Tech MahindraIT - Software | 1.43% | 5.67% |
| SwiggyRetailing | 1.30% | 3.68% |
| EternalRetailing | 1.29% | 7.47% |
| CoforgeIT - Software | 1.28% | 2.98% |
| MeeshoRetailing | 0.51% | 0.54% |
| PhysicswallahOther Consumer Services | 1.60% | 0.51% |
| Inventurus Knowledge SolutionsIT - Services | 0.73% | 0.50% |
| TBO TekLeisure Services | 1.26% | 0.44% |
| MphasisIT - Software | 0.33% | 1.81% |
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.