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18 of 45 unique stocks in common · Jaccard: 40%
A weighted portfolio overlap of 53.14% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹53.14 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Mahindra & Mahindra, which commands a weight of 10.75% in Aditya Birla Sun Life Transportation And Logistics Fund and 15.00% in SBI Automotive Opportunities Fund. Holding both schemes increases your concentration in Mahindra & Mahindra 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 |
|---|---|---|
| Mahindra & MahindraAutomobiles | 10.75% | 15.00% |
| Maruti Suzuki IndiaAutomobiles | 7.92% | 6.08% |
| TVS Motor CompanyAutomobiles | 5.29% | 5.18% |
| Samvardhana Motherson InternationalAuto Components | 6.65% | 4.50% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 3.91% | 2.93% |
| Sansera EngineeringAuto Components | 2.82% | 3.09% |
| Eicher MotorsAutomobiles | 2.58% | 7.21% |
| Sona BLW Precision ForgingsAuto Components | 2.48% | 4.46% |
| Minda CorporationAuto Components | 3.49% | 2.17% |
| Happy ForgingsIndustrial Products | 2.17% | 2.68% |
| Sedemac MechatronicsAuto Components | 3.43% | 2.07% |
| Hyundai Motor IndiaAutomobiles | 2.02% | 2.23% |
| Craftsman AutomationAuto Components | 1.96% | 2.63% |
| Gabriel IndiaAuto Components | 1.51% | 2.80% |
| Asahi India GlassAuto Components | 1.43% | 1.39% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 1.36% | 2.83% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.06% | 0.60% |
| Ather EnergyAutomobiles | 0.57% | 2.79% |
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.