Loading fund overlap…
16 of 83 unique stocks in common · Jaccard: 19.3%
A weighted portfolio overlap of 28.79% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.79 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 3.97% in Lic Mf Infrastructure Fund and 5.74% in Lic Mf Large Cap Fund. Holding both schemes increases your concentration in Larsen & Toubro 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 Infrastructure | in Lic Mf Large |
|---|---|---|
| Larsen & ToubroConstruction | 3.97% | 5.74% |
| Tata Motors Passenger VehiclesAutomobiles | 3.52% | 2.82% |
| Bharti AirtelTelecom - Services | 2.62% | 4.52% |
| Grasim IndustriesCement & Cement Products | 2.12% | 2.02% |
| InterGlobe AviationTransport Services | 1.99% | 2.95% |
| Mahindra & MahindraAutomobiles | 1.88% | 2.17% |
| Apollo Hospitals EnterpriseHealthcare Services | 1.89% | 1.81% |
| ICICI BankBanks | 1.79% | 8.74% |
| Ultratech CementCement & Cement Products | 1.75% | 1.73% |
| Bharat DynamicsAerospace & Defense | 2.66% | 1.44% |
| Hitachi Energy IndiaElectrical Equipment | 1.34% | 1.36% |
| Tata SteelFerrous Metals | 1.89% | 1.25% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 3.51% | 1.12% |
| Bharat ElectronicsAerospace & Defense | 1.06% | 1.40% |
| Maruti Suzuki IndiaAutomobiles | 2.47% | 1.02% |
| Power Finance CorporationFinance | 0.93% | 1.11% |
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.