How much do Aditya Birla Sun Life Value Fund and IB13-Groww Value Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 23.6% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 23.6% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Value Fund vs IB13-Groww Value Fund

Aditya Birla SL MF · ValueGroww MF · Value· as on Apr 2026

Weighted portfolio overlap

23.6%

Moderate overlap

Common

Only Aditya

Only IB13-Groww

13 of 103 unique stocks in common · Jaccard: 12.6%

Common holdings

Stock	in Aditya	in IB13-Groww
Reliance IndustriesPetroleum Products	3.56%	4.21%
HDFC BankBanks	3.20%	7.02%
State Bank of IndiaBanks	2.94%	4.48%
ICICI BankBanks	2.91%	5.53%
Axis BankBanks	2.98%	2.89%
Ambuja CementsCement & Cement Products	1.64%	1.84%
Tube Investments of IndiaAuto Components	1.64%	1.29%
NTPCPower	2.93%	1.21%
SobhaRealty	1.14%	1.97%
SBI Life Insurance CompanyInsurance	0.93%	4.11%
Aptus Value Housing Finance IndiaFinance	0.93%	0.97%
Larsen & ToubroConstruction	0.68%	4.24%
Indiqube SpacesCommercial Services & Supplies	0.29%	1.64%

FAQ

How much do Aditya Birla Sun Life Value Fund and IB13-Groww Value Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 23.6% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 23.6% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.