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9 of 76 unique stocks in common · Jaccard: 11.8%
A weighted portfolio overlap of 17.62% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.62 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 6.35% in Lic Mf Flexi Cap Fund and 8.00% in Lic Mf Unit Linked Insurance Scheme. Holding both schemes increases your concentration in ICICI 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 Flexi | in Lic Mf Unit |
|---|---|---|
| ICICI BankBanks | 6.35% | 8.00% |
| Axis BankBanks | 4.03% | 2.57% |
| Bharti AirtelTelecom - Services | 2.85% | 2.14% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 3.15% | 1.76% |
| Maruti Suzuki IndiaAutomobiles | 2.00% | 1.49% |
| Tata Consumer ProductsAgricultural Food & Other Products | 1.32% | 1.55% |
| CreditAccess GrameenFinance | 1.97% | 0.95% |
| Torrent PharmaceuticalsPharmaceuticals & Biotechnology | 2.97% | 0.53% |
| Schneider Electric InfrastructureElectrical Equipment | 1.96% | 0.51% |
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.