Fund overlap
Aditya Birla Sun Life Large & Mid Cap Fund vs Aditya Birla Sun Life Midcap Fund
Fund A
Aditya Birla Sun Life Large & Mid Cap Fund
Aditya Birla Sun Life Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · Aditya Birla Sun Life Mutual Fund
Fund B
Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Aditya Birla Sun Life Mutual Fund
Overlap
21.2%
- Shared holdings
- 28
- Holdings in A
- 82
- Holdings in B
- 79
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 28 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Large & Mid Cap Fund | Aditya Birla Sun Life Midcap Fund |
|---|---|---|
| AU Small Finance Bank Ltd. | 3.45% | 2.99% |
| APL Apollo Tubes Ltd. | 2.81% | 3.01% |
| JK Cement Ltd. | 2.77% | 2.66% |
| Navin Fluorine International Ltd. | 2.70% | 2.57% |
| Ajanta Pharma Ltd. | 2.27% | 2.62% |
| Max Financial Services Ltd. | 2.14% | 2.41% |
| UNO Minda Ltd. | 2.20% | 1.93% |
| Astral Ltd. | 2.32% | 1.88% |
| KEI Industries Ltd. | 1.91% | 1.55% |
| K.P.R. Mill Ltd. | 1.48% | 1.61% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.