Aditya Birla Sun Life Flexi Cap Fund vs HDFC Flexi Cap Fund
Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.
Portfolio overlap
34.3%
Moderate overlap
Some shared stocks, different bets.
25
Common stocks
57
Only in Aditya Birla Sun Life Flexi Cap Fund
53
Only in HDFC Flexi Cap Fund
Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.
25 common stocks
Aditya Birla Sun Life Flexi Cap FundHDFC Flexi Cap Fund| Stock | Aditya Birla Sun Life Flexi Cap Fund | HDFC Flexi Cap Fund | Overlap |
|---|---|---|---|
| ICICI Bank LtdFinancial Services | 5.93% | 9.19% | 5.93% |
| HDFC Bank LtdFinancial Services | 3.44% | 5.71% | 3.44% |
| Kotak Mahindra Bank LtdFinancial Services | 3.37% | 3.27% | 3.27% |
| State Bank Of IndiaFinancial Services | 2.23% | 4.16% | 2.23% |
| Bharti Airtel LtdCommunication Services | 1.85% | 2.58% | 1.85% |
| HCL Technologies LtdTechnology | 1.85% | 2.48% | 1.85% |
| Axis Bank LtdFinancial Services | 1.57% | 6.19% | 1.57% |
| SBI Life Insurance Company LtdFinancial Services | 1.44% | 3.19% | 1.44% |
| Reliance Industries LtdEnergy | 2.51% | 1.44% | 1.44% |
| Larsen & Toubro LtdIndustrials | 1.42% | 3.16% | 1.42% |
| Persistent Systems LtdTechnology | 1.61% | 1.34% | 1.34% |
| Zomato LtdConsumer Discretionary | 1.26% | 3.39% | 1.26% |
| Maruti Suzuki India LtdConsumer Discretionary | 0.98% | 2.74% | 0.98% |
| United Spirits LtdConsumer Staples | 1.79% | 0.75% | 0.75% |
| Dr. Lal Pathlabs LtdHealthcare | 1.53% | 0.71% | 0.71% |
| Lenskart Solutions LtdConsumer Discretionary | 1.77% | 0.70% | 0.70% |
| Apollo Hospitals Enterprises LtdHealthcare | 1.01% | 0.68% | 0.68% |
| Anthem Biosciences LtdHealthcare | 0.75% | 0.61% | 0.61% |
| Kalpataru Projects International LtdIndustrials | 0.61% | 0.56% | 0.56% |
| Infosys LtdTechnology | 2.21% | 0.54% | 0.54% |
| Havells India LtdConsumer Discretionary | 0.48% | 0.54% | 0.48% |
| Bajaj Auto LtdConsumer Discretionary | 1.19% | 0.46% | 0.46% |
| Metropolis Healthcare LtdHealthcare | 0.56% | 0.33% | 0.33% |
| Ather Energy LtdConsumer Discretionary | 2.07% | 0.23% | 0.23% |
| Hindustan Petroleum Corporation LtdEnergy | 1.07% | 0.23% | 0.23% |
| Total | 44.50% | 55.18% | 34.30% |
Only in Aditya Birla Sun Life Flexi Cap Fund
57 stocks, 53.9% of the fund
- Bharat Forge LtdConsumer Discretionary2.03%
- Sona Blw Precision Forgings LtdConsumer Discretionary1.88%
- Hindalco Industries LtdMaterials1.78%
- Federal Bank LtdFinancial Services1.69%
- Grasim Industries LtdMaterials1.68%
- Shriram Finance LtdFinancial Services1.65%
- Jindal Steel & Power LtdMaterials1.64%
- Tech Mahindra LtdTechnology1.58%
- Mahindra & Mahindra LtdConsumer Discretionary1.51%
- APL Apollo Tubes LtdIndustrials1.49%
Only in HDFC Flexi Cap Fund
53 stocks, 39.7% of the fund
- Interglobe Aviation LtdTransportation & Logistics2.98%
- Cipla LtdHealthcare2.47%
- Eicher Motors LtdConsumer Discretionary2.44%
- Power Grid Corporation Of India LtdUtilities2.04%
- Hyundai Motor India LtdConsumer Discretionary1.75%
- Divi'S Laboratories LtdHealthcare1.58%
- PB Fintech LtdTechnology1.52%
- Max Healthcare Institute LtdHealthcare1.49%
- JSW Steel LtdMaterials1.45%
- Piramal Pharma LtdHealthcare1.44%
Check another pair
More Flexi Cap pairs
- Parag Parikh Flexi Cap Fund vs HDFC Flexi Cap Fund
- Parag Parikh Flexi Cap Fund vs Kotak Flexicap Fund
- Parag Parikh Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund
- Parag Parikh Flexi Cap Fund vs ICICI Prudential Flexicap Fund
- HDFC Flexi Cap Fund vs Kotak Flexicap Fund
- HDFC Flexi Cap Fund vs ICICI Prudential Flexicap Fund
What is mutual fund portfolio overlap?
Portfolio overlap is the share of two funds' money that sits in the same stocks in the same amounts. Two flexi cap funds that both hold HDFC Bank, ICICI Bank and Reliance overlap by the smaller of their weights in each of those stocks.
How is portfolio overlap calculated?
For every stock both funds hold, take the smaller of the two weights, then add them up. If one fund holds HDFC Bank at 8% and the other at 5%, that stock adds 5% to the overlap. Only shares count; cash, bonds, deposits and REITs are left out. The figures use each fund's latest monthly portfolio disclosure.
Is high overlap between two funds bad?
Not by itself. RuDo studied 33,153 pairs of diversified equity funds over five years to September 2026. Funds from different fund houses with 50% to 70% overlap shared mostly the index's largest stocks, and holding both still made returns swing 12% to 15% less around the index than holding either one. Overlap above 70% came mostly from two funds of the same fund house, which hold nearly the same portfolio.
How often does the overlap change?
Fund houses disclose their portfolios every month, so the overlap is refreshed as each new disclosure arrives. It moves slowly for most diversified funds and faster for focused or high-turnover funds.
Based on each fund's monthly portfolio disclosure. Past performance does not indicate future returns.