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14 of 102 unique stocks in common · Jaccard: 13.7%
A weighted portfolio overlap of 17.88% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.88 is allocated to the exact same companies at the same relative proportions. The schemes share 14 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 11.44% in ICICI Prudential Technology Fund and 5.52% in Sundaram Services Fund. 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 ICICI | in Sundaram |
|---|---|---|
| Bharti AirtelTelecom - Services | 11.44% | 5.52% |
| EternalRetailing | 2.35% | 5.61% |
| CoforgeIT - Software | 4.30% | 2.29% |
| Info Edge (India)Retailing | 1.87% | 2.58% |
| Rate Gain Travel TechnologiesIT - Software | 1.24% | 3.04% |
| PB FintechFinancial Technology (Fintech) | 1.02% | 1.48% |
| Bharti HexacomTelecom - Services | 2.21% | 0.94% |
| Angel OneCapital Markets | 0.74% | 1.19% |
| LTMIT - Software | 2.71% | 0.61% |
| DelhiveryTransport Services | 0.58% | 1.26% |
| Affle 3iIT - Services | 0.32% | 2.18% |
| InfosysIT - Software | 12.34% | 0.27% |
| PVR INOXEntertainment | 0.10% | 0.78% |
| SwiggyRetailing | 1.87% | 0.03% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.