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9 of 99 unique stocks in common · Jaccard: 9.1%
A weighted portfolio overlap of 13.84% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.84 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 4.09% in ICICI Prudential Business Cycle 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 ICICI |
|---|---|---|
| Maruti Suzuki IndiaAutomobiles | 7.92% | 4.09% |
| Hero MotoCorpAutomobiles | 4.80% | 2.07% |
| Hyundai Motor IndiaAutomobiles | 2.02% | 1.84% |
| Mahindra & MahindraAutomobiles | 10.75% | 1.83% |
| InterGlobe AviationTransport Services | 4.80% | 1.73% |
| Bajaj AutoAutomobiles | 3.30% | 1.17% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.06% | 0.67% |
| SwiggyRetailing | 2.57% | 0.34% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 3.91% | 0.11% |
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.