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61 of 513 unique stocks in common · Jaccard: 11.9%
A weighted portfolio overlap of 29.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.96 is allocated to the exact same companies at the same relative proportions. The schemes share 61 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 3.56% in Aditya Birla Sun Life Value Fund and 4.98% in Back to Index. Holding both schemes increases your concentration in Reliance Industries 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 Back |
|---|---|---|
| Reliance IndustriesPetroleum Products | 3.56% | 4.98% |
| HDFC BankBanks | 3.20% | 6.09% |
| ICICI BankBanks | 2.91% | 4.66% |
| State Bank of IndiaBanks | 2.94% | 2.29% |
| InfosysIT - Software | 3.55% | 2.14% |
| Axis BankBanks | 2.98% | 1.88% |
| Kotak Mahindra BankBanks | 1.56% | 1.46% |
| NTPCPower | 2.93% | 0.98% |
| Bharat ElectronicsAerospace & Defense | 0.85% | 0.80% |
| Larsen & ToubroConstruction | 0.68% | 2.43% |
| Shriram FinanceFinance | 3.27% | 0.68% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.19% | 0.63% |
| Grasim IndustriesCement & Cement Products | 1.74% | 0.55% |
| Bajaj FinservFinance | 0.64% | 0.52% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.48% | 0.99% |
| Tech MahindraIT - Software | 3.02% | 0.48% |
| SBI Life Insurance CompanyInsurance | 0.93% | 0.42% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.30% | 0.41% |
| Multi Commodity Exchange of IndiaCapital Markets | 2.79% | 0.39% |
| Adani EnterprisesMetals & Minerals Trading | 1.63% | 0.36% |
| The Federal BankBanks | 0.72% | 0.36% |
| Hero MotoCorpAutomobiles | 1.00% | 0.34% |
| HDFC Life Insurance CompanyInsurance | 1.29% | 0.33% |
| Bharat Heavy ElectricalsElectrical Equipment | 2.05% | 0.27% |
| VedantaDiversified Metals | 0.78% | 0.24% |
| Canara BankBanks | 0.43% | 0.23% |
| Jindal SteelFerrous Metals | 1.96% | 0.23% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 0.80% | 0.23% |
| LTIMindtreeIT - Software | 1.68% | 0.20% |
| DLFRealty | 0.46% | 0.19% |
| SwiggyRetailing | 2.24% | 0.19% |
| MphasisIT - Software | 0.94% | 0.16% |
| NMDCMinerals & Mining | 0.84% | 0.16% |
| Tube Investments of IndiaAuto Components | 1.64% | 0.16% |
| Ambuja CementsCement & Cement Products | 1.64% | 0.14% |
| Adani PowerPower | 0.13% | 0.47% |
| PI IndustriesFertilizers & Agrochemicals | 0.81% | 0.13% |
| Malco EnergyOil | 0.18% | 0.11% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 1.06% | 0.11% |
| Talwandi Sabo PowerPower | 0.10% | 0.11% |
| Angel OneCapital Markets | 1.42% | 0.10% |
| AstralIndustrial Products | 1.06% | 0.10% |
| PNB Housing FinanceFinance | 2.50% | 0.10% |
| Welspun CorpIndustrial Products | 3.61% | 0.09% |
| Kalpataru Projects InternationalConstruction | 1.69% | 0.07% |
| Carborundum UniversalIndustrial Products | 0.90% | 0.06% |
| Vedanta Iron And SteelFerrous Metals | 0.05% | 0.11% |
| Aptus Value Housing Finance IndiaFinance | 0.93% | 0.05% |
| Asahi India GlassAuto Components | 0.80% | 0.05% |
| Craftsman AutomationAuto Components | 0.82% | 0.05% |
| EmamiPersonal Products | 0.32% | 0.05% |
| Granules IndiaPharmaceuticals & Biotechnology | 1.54% | 0.05% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 1.20% | 0.05% |
| Anant RajRealty | 0.67% | 0.04% |
| CyientIT - Services | 0.82% | 0.04% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.72% | 0.03% |
| Mahanagar GasGas | 0.90% | 0.03% |
| PCBL ChemicalChemicals & Petrochemicals | 0.70% | 0.03% |
| SobhaRealty | 1.14% | 0.03% |
| Sonata SoftwareIT - Software | 0.90% | 0.03% |
| Minda CorporationAuto Components | 2.43% | 0.02% |
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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.