How much do Lic Mf Unit Linked Insurance Scheme and Lic Mf Value Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 15.14% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.14% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Lic Mf Unit Linked Insurance Scheme vs Lic Mf Value Fund

LIC MF · Sectoral / ThematicLIC MF · Value· as on May 2026

Weighted portfolio overlap

15.14%

Low overlap

Common

Only Lic Mf Unit

Only Lic Mf Value

13 of 78 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in Lic Mf Unit	in Lic Mf Value
Garware Hi-Tech FilmsIndustrial Products	2.69%	4.34%
HDFC BankBanks	4.26%	2.17%
ICICI BankBanks	8.00%	1.99%
Maruti Suzuki IndiaAutomobiles	1.49%	2.67%
State Bank of IndiaBanks	1.36%	3.34%
KSBIndustrial Products	2.58%	1.10%
InfosysIT - Software	2.97%	1.06%
Axis BankBanks	2.57%	0.87%
Reliance IndustriesPetroleum Products	1.49%	0.84%
Torrent PharmaceuticalsPharmaceuticals & Biotechnology	0.53%	0.68%
Schneider Electric InfrastructureElectrical Equipment	0.51%	1.63%
SKF India (Industrial)Industrial Products	0.37%	1.99%
Bharat BijleeElectrical Equipment	0.16%	0.97%

FAQ

How much do Lic Mf Unit Linked Insurance Scheme and Lic Mf Value Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 15.14% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.14% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.