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30 of 30 unique stocks in common · Jaccard: 100%
A weighted portfolio overlap of 99.94% indicates a extreme overlap (near-identical portfolios). This means that out of every ₹100 you invest across these two schemes, approximately ₹99.94 is allocated to the exact same companies at the same relative proportions. The schemes share 30 common holdings.
The largest overlapping asset in their portfolios is Hindalco Industries, which commands a weight of 6.06% in Back to Index and 6.06% in Back to Index. Holding both schemes increases your concentration in Hindalco 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 Back to Index | in Back to Index |
|---|---|---|
| Hindalco IndustriesNon - Ferrous Metals | 6.06% | 6.06% |
| State Bank of IndiaBanks | 5.64% | 5.64% |
| BSECapital Markets | 5.32% | 5.32% |
| Shriram FinanceFinance | 4.98% | 4.98% |
| Eicher MotorsAutomobiles | 4.95% | 4.95% |
| Bajaj FinanceFinance | 4.78% | 4.78% |
| Bharti AirtelTelecom - Services | 4.57% | 4.57% |
| Asian PaintsConsumer Durables | 4.54% | 4.54% |
| TVS Motor CompanyAutomobiles | 4.29% | 4.29% |
| Maruti Suzuki IndiaAutomobiles | 4.09% | 4.09% |
| Hero MotoCorpAutomobiles | 3.84% | 3.83% |
| InterGlobe AviationTransport Services | 3.57% | 3.57% |
| SBI Life Insurance CompanyInsurance | 3.51% | 3.51% |
| Cummins IndiaIndustrial Products | 3.48% | 3.47% |
| AU Small Finance BankBanks | 3.41% | 3.41% |
| The Federal BankBanks | 3.26% | 3.26% |
| Muthoot FinanceFinance | 3.24% | 3.24% |
| L&T FinanceFinance | 2.44% | 2.44% |
| Canara BankBanks | 2.41% | 2.41% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.21% | 2.21% |
| Fortis HealthcareHealthcare Services | 2.20% | 2.20% |
| One 97 CommunicationsFinancial Technology (Fintech) | 2.20% | 2.20% |
| Cholamandalam Investment and Finance CompanyFinance | 2.17% | 2.16% |
| Aditya Birla CapitalFinance | 2.09% | 2.09% |
| FSN E-Commerce VenturesRetailing | 2.05% | 2.05% |
| Max Financial ServicesInsurance | 2.04% | 2.04% |
| Indian BankBanks | 1.82% | 1.82% |
| GMR AirportsTransport Infrastructure | 1.64% | 1.64% |
| UPLFertilizers & Agrochemicals | 1.62% | 1.61% |
| Glenmark PharmaceuticalsPharmaceuticals & Biotechnology | 1.57% | 1.56% |
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.