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20 of 250 unique stocks in common · Jaccard: 8%
A weighted portfolio overlap of 13.65% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.65 is allocated to the exact same companies at the same relative proportions. The schemes share 20 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 2.70% in Aditya Birla Sun Life Special Opportunities Fund and 7.13% in UTI Nifty500 Shariah Index Fund. Holding both schemes increases your concentration in Infosys 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 UTI |
|---|---|---|
| InfosysIT - Software | 2.70% | 7.13% |
| Tech MahindraIT - Software | 1.43% | 1.65% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.63% | 1.34% |
| Hindalco IndustriesNon - Ferrous Metals | 1.01% | 2.86% |
| Indus TowersTelecom - Services | 1.79% | 1.00% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.91% | 3.34% |
| CoforgeIT - Software | 1.28% | 0.87% |
| Fortis HealthcareHealthcare Services | 1.54% | 0.85% |
| Jindal SteelFerrous Metals | 0.95% | 0.78% |
| SwiggyRetailing | 1.30% | 0.62% |
| Hero MotoCorpAutomobiles | 0.49% | 1.11% |
| Vishal Mega MartRetailing | 1.24% | 0.45% |
| MphasisIT - Software | 0.33% | 0.53% |
| Carborundum UniversalIndustrial Products | 0.47% | 0.21% |
| AtulChemicals & Petrochemicals | 1.27% | 0.19% |
| CEATAuto Components | 1.45% | 0.12% |
| SobhaRealty | 1.54% | 0.11% |
| Aditya InfotechIndustrial Manufacturing | 5.30% | 0.10% |
| Bikaji Foods InternationalFood Products | 1.59% | 0.07% |
| TBO TekLeisure Services | 1.26% | 0.07% |
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.