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18 of 114 unique stocks in common · Jaccard: 15.8%
A weighted portfolio overlap of 19.26% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.26 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.84% in Back to Index and 4.47% in Back to Index. Holding both schemes increases your concentration in Bharti Airtel 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 |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.84% | 4.47% |
| HDFC BankBanks | 2.51% | 5.22% |
| IndusInd BankBanks | 3.33% | 2.46% |
| Reliance IndustriesPetroleum Products | 2.31% | 6.60% |
| One 97 CommunicationsFinancial Technology (Fintech) | 1.98% | 1.82% |
| EternalRetailing | 4.64% | 1.61% |
| CG Power and Industrial SolutionsElectrical Equipment | 4.19% | 1.22% |
| CoforgeIT - Software | 2.99% | 0.88% |
| PB FintechFinancial Technology (Fintech) | 2.00% | 0.82% |
| ICICI BankBanks | 4.43% | 0.77% |
| Shriram FinanceFinance | 1.81% | 0.64% |
| RBL BankBanks | 3.81% | 0.48% |
| Bajaj FinanceFinance | 2.28% | 0.33% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 2.30% | 0.28% |
| Kalyan Jewellers IndiaConsumer Durables | 5.06% | 0.18% |
| Ultratech CementCement & Cement Products | 0.58% | 0.06% |
| Muthoot FinanceFinance | 2.25% | 0.03% |
| BSECapital Markets | 2.93% | 0.02% |
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.