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10 of 99 unique stocks in common · Jaccard: 10.1%
A weighted portfolio overlap of 23.26% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.26 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.55% in Aditya Birla Sun Life Value Fund and 4.35% in Kotak Services Fund. Holding both schemes increases your concentration in Infosys 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 Kotak |
|---|---|---|
| InfosysIT - Software | 3.55% | 4.35% |
| Axis BankBanks | 2.98% | 10.10% |
| State Bank of IndiaBanks | 2.94% | 9.11% |
| ICICI BankBanks | 2.91% | 9.78% |
| PNB Housing FinanceFinance | 2.50% | 3.88% |
| Tech MahindraIT - Software | 3.02% | 2.40% |
| Shriram FinanceFinance | 3.27% | 2.00% |
| HDFC BankBanks | 3.20% | 1.92% |
| Angel OneCapital Markets | 1.42% | 1.37% |
| NTPCPower | 2.93% | 0.70% |
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.