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22 of 56 unique stocks in common · Jaccard: 39.3%
A weighted portfolio overlap of 55.35% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹55.35 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is Garware Hi-Tech Films, which commands a weight of 4.03% in Lic Mf Focused Fund and 4.34% in Lic Mf Value Fund. Holding both schemes increases your concentration in Garware Hi-Tech Films 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 Focused | in Lic Mf Value |
|---|---|---|
| Garware Hi-Tech FilmsIndustrial Products | 4.03% | 4.34% |
| KSH InternationalIndustrial Products | 4.35% | 3.98% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 4.73% | 3.93% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 3.81% | 4.30% |
| Tata Motors Passenger VehiclesAutomobiles | 3.82% | 3.69% |
| State Bank of IndiaBanks | 4.70% | 3.34% |
| Schaeffler IndiaAuto Components | 4.94% | 3.23% |
| Tata Power CompanyPower | 4.11% | 3.01% |
| InterGlobe AviationTransport Services | 4.80% | 2.97% |
| Maruti Suzuki IndiaAutomobiles | 2.83% | 2.67% |
| Shriram FinanceFinance | 2.52% | 2.44% |
| Siemens Energy IndiaElectrical Equipment | 2.21% | 2.70% |
| Mahindra Lifespace DevelopersRealty | 3.51% | 2.15% |
| Bajaj AutoAutomobiles | 3.34% | 2.05% |
| Bharat DynamicsAerospace & Defense | 2.03% | 2.54% |
| Larsen & ToubroConstruction | 2.45% | 2.02% |
| ICICI BankBanks | 4.68% | 1.99% |
| Mahindra & Mahindra Financial ServicesFinance | 3.63% | 1.52% |
| Bharat ForgeAuto Components | 2.73% | 1.25% |
| KSBIndustrial Products | 2.16% | 1.10% |
| InfosysIT - Software | 1.92% | 1.06% |
| Axis BankBanks | 2.89% | 0.87% |
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.