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18 of 66 unique stocks in common · Jaccard: 27.3%
A weighted portfolio overlap of 37.28% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹37.28 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.74% in Lic Mf Large 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 Large | in Lic Mf Unit |
|---|---|---|
| ICICI BankBanks | 8.74% | 8.00% |
| HDFC BankBanks | 7.78% | 4.26% |
| InfosysIT - Software | 2.87% | 2.97% |
| Axis BankBanks | 3.61% | 2.57% |
| Bharti AirtelTelecom - Services | 4.52% | 2.14% |
| Titan CompanyConsumer Durables | 2.03% | 2.78% |
| Bajaj FinanceFinance | 1.74% | 2.69% |
| TrentRetailing | 1.54% | 3.39% |
| Reliance IndustriesPetroleum Products | 5.12% | 1.49% |
| Bharat ElectronicsAerospace & Defense | 1.40% | 2.96% |
| Kotak Mahindra BankBanks | 1.52% | 1.37% |
| State Bank of IndiaBanks | 3.58% | 1.36% |
| Pidilite IndustriesChemicals & Petrochemicals | 1.44% | 1.33% |
| Tata Consultancy ServicesIT - Software | 1.30% | 1.72% |
| Godfrey Phillips IndiaCigarettes & Tobacco Products | 1.35% | 1.05% |
| Hindustan UnileverDiversified FMCG | 2.80% | 1.05% |
| Maruti Suzuki IndiaAutomobiles | 1.02% | 1.49% |
| Central Mine Planning & Design InstituteCommercial Services & Supplies | 0.76% | 1.09% |
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.