Fund overlap
Aditya Birla Sun Life Midcap Fund vs Axis Midcap Fund
Fund A
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
Fund B
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Overlap
17.9%
- Shared holdings
- 33
- Holdings in A
- 79
- Holdings in B
- 87
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 33 shared holdings, ordered by the smaller of the two weights.
| Holding | Aditya Birla Sun Life Midcap Fund | Axis Midcap Fund |
|---|---|---|
| The Federal Bank Ltd. | 3.04% | 3.98% |
| Apar Industries Ltd. | 1.58% | 2.84% |
| UNO Minda Ltd. | 1.93% | 1.55% |
| PB Fintech Ltd. | 1.44% | 1.44% |
| Fortis Healthcare Ltd. | 1.38% | 2.61% |
| AU Small Finance Bank Ltd. | 2.99% | 1.23% |
| Torrent Power Ltd. | 1.56% | 1.18% |
| Dixon Technologies (India) Ltd. | 1.17% | 1.57% |
| JK Cement Ltd. | 2.66% | 1.10% |
| TVS Motor Company Ltd. | 1.26% | 1.07% |
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.