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11 of 37 unique stocks in common · Jaccard: 29.7%
A weighted portfolio overlap of 45.36% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹45.36 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 Mahindra & Mahindra, which commands a weight of 10.75% in Aditya Birla Sun Life Transportation And Logistics Fund and 23.12% in Tata Nifty Auto Index 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 Tata |
|---|---|---|
| Mahindra & MahindraAutomobiles | 10.75% | 23.12% |
| Maruti Suzuki IndiaAutomobiles | 7.92% | 14.63% |
| Samvardhana Motherson InternationalAuto Components | 6.65% | 5.48% |
| TVS Motor CompanyAutomobiles | 5.29% | 6.69% |
| Hero MotoCorpAutomobiles | 4.80% | 5.41% |
| Bajaj AutoAutomobiles | 3.30% | 9.84% |
| Eicher MotorsAutomobiles | 2.58% | 8.39% |
| Sona BLW Precision ForgingsAuto Components | 2.48% | 2.31% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.06% | 3.78% |
| Tube Investments of IndiaAuto Components | 0.81% | 2.85% |
| TVS Motor Company Limited (Preference Share)Automobiles | 0.06% | 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.