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23 of 75 unique stocks in common · Jaccard: 30.7%
A weighted portfolio overlap of 27.78% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.78 is allocated to the exact same companies at the same relative proportions. The schemes share 23 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 2.47% in Lic Mf Equity Savings Fund and 3.58% in Lic Mf Large Cap Fund. Holding both schemes increases your concentration in State Bank of India 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 Equity | in Lic Mf Large |
|---|---|---|
| State Bank of IndiaBanks | 2.47% | 3.58% |
| EternalRetailing | 1.73% | 1.98% |
| Ultratech CementCement & Cement Products | 1.64% | 1.73% |
| Bharti AirtelTelecom - Services | 1.41% | 4.52% |
| Godfrey Phillips IndiaCigarettes & Tobacco Products | 1.45% | 1.35% |
| Kotak Mahindra BankBanks | 1.31% | 1.52% |
| Tata Consultancy ServicesIT - Software | 1.35% | 1.30% |
| Tata SteelFerrous Metals | 1.47% | 1.25% |
| TrentRetailing | 1.20% | 1.54% |
| InfosysIT - Software | 1.19% | 2.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.18% | 1.81% |
| HDFC BankBanks | 1.17% | 7.78% |
| Reliance IndustriesPetroleum Products | 1.16% | 5.12% |
| Titan CompanyConsumer Durables | 1.16% | 2.03% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.08% | 2.61% |
| Eicher MotorsAutomobiles | 1.02% | 1.50% |
| Maruti Suzuki IndiaAutomobiles | 1.12% | 1.02% |
| ICICI BankBanks | 1.00% | 8.74% |
| Bajaj FinanceFinance | 0.97% | 1.74% |
| MOILMinerals & Mining | 0.93% | 0.98% |
| Larsen & ToubroConstruction | 0.87% | 5.74% |
| Bharat ElectronicsAerospace & Defense | 0.79% | 1.40% |
| Allied Blenders And DistillersBeverages | 0.58% | 0.85% |
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.