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15 of 111 unique stocks in common · Jaccard: 13.5%
A weighted portfolio overlap of 25.17% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹25.17 is allocated to the exact same companies at the same relative proportions. The schemes share 15 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 4.82% in Tata Business Cycle Fund. 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 Tata |
|---|---|---|
| Reliance IndustriesPetroleum Products | 3.56% | 4.82% |
| HDFC BankBanks | 3.20% | 3.07% |
| Axis BankBanks | 2.98% | 3.74% |
| Apollo Hospitals EnterpriseHealthcare Services | 2.30% | 2.44% |
| Shriram FinanceFinance | 3.27% | 2.05% |
| Jindal SteelFerrous Metals | 1.96% | 3.76% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 2.19% | 1.67% |
| Ambuja CementsCement & Cement Products | 1.64% | 2.61% |
| Kotak Mahindra BankBanks | 1.56% | 1.96% |
| HDFC Life Insurance CompanyInsurance | 1.29% | 1.43% |
| Bharat Heavy ElectricalsElectrical Equipment | 2.05% | 0.86% |
| VedantaDiversified Metals | 0.78% | 0.98% |
| Larsen & ToubroConstruction | 0.68% | 3.09% |
| Bajaj FinservFinance | 0.64% | 1.40% |
| Adani PowerPower | 0.13% | 1.85% |
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.