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30 of 30 unique stocks in common · Jaccard: 100%
A weighted portfolio overlap of 100% indicates a extreme overlap (near-identical portfolios). This means that out of every ₹100 you invest across these two schemes, approximately ₹100 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 HDFC Bank, which commands a weight of 3.94% in Back to Index and 3.94% in Back to Index. Holding both schemes increases your concentration in HDFC Bank 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 |
|---|---|---|
| HDFC BankBanks | 3.94% | 3.94% |
| Nestle IndiaFood Products | 3.91% | 3.92% |
| Pidilite IndustriesChemicals & Petrochemicals | 3.90% | 3.90% |
| ICICI BankBanks | 3.71% | 3.71% |
| Hindustan UnileverDiversified FMCG | 3.62% | 3.62% |
| Shree CementCement & Cement Products | 3.53% | 3.54% |
| Ultratech CementCement & Cement Products | 3.53% | 3.53% |
| ITCDiversified FMCG | 3.47% | 3.47% |
| MaricoAgricultural Food & Other Products | 3.46% | 3.46% |
| NTPCPower | 3.41% | 3.42% |
| Bharti AirtelTelecom - Services | 3.40% | 3.40% |
| ACCCement & Cement Products | 3.38% | 3.38% |
| Larsen & ToubroConstruction | 3.34% | 3.34% |
| Titan CompanyConsumer Durables | 3.33% | 3.33% |
| Asian PaintsConsumer Durables | 3.32% | 3.32% |
| Reliance IndustriesPetroleum Products | 3.29% | 3.29% |
| Coal IndiaConsumable Fuels | 3.28% | 3.28% |
| Apollo Hospitals EnterpriseHealthcare Services | 3.22% | 3.22% |
| SBI Life Insurance CompanyInsurance | 3.22% | 3.22% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 3.20% | 3.20% |
| Grasim IndustriesCement & Cement Products | 3.19% | 3.19% |
| State Bank of IndiaBanks | 3.17% | 3.17% |
| Britannia IndustriesFood Products | 3.11% | 3.11% |
| CiplaPharmaceuticals & Biotechnology | 3.11% | 3.11% |
| Maruti Suzuki IndiaAutomobiles | 3.11% | 3.11% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 3.05% | 3.05% |
| Tata Consultancy ServicesIT - Software | 3.04% | 3.04% |
| HDFC Life Insurance CompanyInsurance | 3.02% | 3.02% |
| Dabur IndiaPersonal Products | 2.97% | 2.97% |
| United BreweriesBeverages | 2.80% | 2.80% |
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.