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5 of 49 unique stocks in common · Jaccard: 10.2%
A weighted portfolio overlap of 12.91% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.91 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is PG Electroplast, which commands a weight of 3.48% in Back to Index and 3.56% in Back to Index. Holding both schemes increases your concentration in PG Electroplast 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 |
|---|---|---|
| PG ElectroplastConsumer Durables | 3.48% | 3.56% |
| Allied Blenders And DistillersBeverages | 3.47% | 3.31% |
| Aditya VisionRetailing | 3.11% | 3.24% |
| Chalet HotelsLeisure Services | 2.90% | 2.03% |
| Dixon Technologies (India)Consumer Durables | 3.53% | 0.98% |
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.