Loading fund overlap…
9 of 88 unique stocks in common · Jaccard: 10.2%
A weighted portfolio overlap of 15.27% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹15.27 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Maruti Suzuki India, which commands a weight of 7.92% in Aditya Birla Sun Life Transportation And Logistics Fund and 2.91% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in Maruti Suzuki India 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 HDFC |
|---|---|---|
| Maruti Suzuki IndiaAutomobiles | 7.92% | 2.91% |
| InterGlobe AviationTransport Services | 4.80% | 2.79% |
| EternalRetailing | 7.79% | 2.73% |
| Eicher MotorsAutomobiles | 2.58% | 2.46% |
| Bajaj AutoAutomobiles | 3.30% | 1.78% |
| Hyundai Motor IndiaAutomobiles | 2.02% | 1.70% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.06% | 0.34% |
| TVS Motor CompanyAutomobiles | 5.29% | 0.29% |
| SwiggyRetailing | 2.57% | 0.27% |
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.