Loading fund overlap…
21 of 84 unique stocks in common · Jaccard: 25%
A weighted portfolio overlap of 28.3% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.3 is allocated to the exact same companies at the same relative proportions. The schemes share 21 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 4.51% in Lic Mf Aggressive Hybrid Fund and 2.99% in Lic Mf Children’S Fund. 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 Lic Mf Aggressive | in Lic Mf Children’S |
|---|---|---|
| HDFC BankBanks | 4.51% | 2.99% |
| Axis BankBanks | 2.50% | 3.60% |
| ICICI BankBanks | 4.24% | 2.32% |
| Onesource Specialty PharmaPharmaceuticals & Biotechnology | 1.81% | 2.43% |
| Mahindra & MahindraAutomobiles | 1.94% | 1.78% |
| Kotak Mahindra BankBanks | 1.56% | 2.27% |
| Piramal PharmaPharmaceuticals & Biotechnology | 1.55% | 1.97% |
| Larsen & ToubroConstruction | 1.45% | 2.76% |
| Avalon TechnologiesElectrical Equipment | 1.51% | 1.35% |
| Arvind FashionsRetailing | 1.25% | 2.13% |
| TVS Motor CompanyAutomobiles | 1.33% | 1.20% |
| Ultratech CementCement & Cement Products | 1.10% | 1.62% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 1.03% | 1.23% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 1.00% | 1.39% |
| Multi Commodity Exchange of IndiaCapital Markets | 0.92% | 1.55% |
| One 97 CommunicationsFinancial Technology (Fintech) | 1.14% | 0.89% |
| LG Electronics IndiaConsumer Durables | 0.87% | 1.00% |
| Shriram FinanceFinance | 0.82% | 0.80% |
| Eureka ForbesConsumer Durables | 1.33% | 0.75% |
| Tata SteelFerrous Metals | 0.69% | 0.85% |
| Manorama IndustriesFood Products | 0.49% | 0.83% |
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 May 2026). Equity holdings only, ISIN-verified. Not investment advice.