Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Mutual funds that secretly hold the same stocks

Two funds with different names can own largely the same portfolio. Below are popular Indian fund pairs ranked by overlap — the share of their portfolios invested in the same stocks, computed from each fund’s latest disclosure. When you hold a high-overlap pair, you’re paying two expense ratios for what is largely one portfolio.

#Fund pairOverlap
1Aditya Birla Sun Life Large Cap Fund vs Axis Large Cap Fund
near-identical
60.6%shared stocks
2Axis Large Cap Fund vs BAJAJ FINSERV LARGE CAP FUND
heavy overlap
53.3%shared stocks
3Aditya Birla Sun Life Large Cap Fund vs BAJAJ FINSERV LARGE CAP FUND
heavy overlap
50.7%shared stocks
4BAJAJ FINSERV LARGE CAP FUND vs BANK OF INDIA Large Cap Fund Direct Plan Growth
heavy overlap
43.7%shared stocks
5Aditya Birla Sun Life Large Cap Fund vs BANK OF INDIA Large Cap Fund Direct Plan Growth
heavy overlap
43.4%shared stocks
6Axis Midcap Fund vs BARODA BNP PARIBAS Mid Cap Fund
heavy overlap
43.1%shared stocks
7Axis Large Cap Fund vs BANK OF INDIA Large Cap Fund Direct Plan Growth
heavy overlap
42.6%shared stocks
8Aditya Birla Sun Life ELSS Tax Saver Fund vs BARODA BNP PARIBAS ELSS Tax Saver Fund
heavy overlap
40.8%shared stocks
9Aditya Birla Sun Life Multi-Cap Fund-Direct Growth vs Axis Multicap Fund
notable overlap
37.5%shared stocks
10Aditya Birla Sun Life Large & Mid Cap Fund vs Axis Large & Mid Cap Fund
notable overlap
33.7%shared stocks
11Aditya Birla Sun Life Midcap Fund vs Axis Midcap Fund
notable overlap
30.7%shared stocks
12Aditya Birla Sun Life Flexi Cap Fund vs Axis Flexi Cap Fund
notable overlap
30.6%shared stocks
13Aditya Birla Sun Life Flexi Cap Fund vs Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
notable overlap
30.4%shared stocks
14Bank of India Mid Cap Fund vs BARODA BNP PARIBAS Mid Cap Fund
notable overlap
28.0%shared stocks
15Aditya Birla Sun Life Midcap Fund vs BARODA BNP PARIBAS Mid Cap Fund
notable overlap
26.0%shared stocks
16Axis Flexi Cap Fund vs Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
notable overlap
25.9%shared stocks
17Aditya Birla Sun Life ELSS Tax Saver Fund vs BAJAJ FINSERV ELSS TAX SAVER FUND
some overlap
24.6%shared stocks
18Aditya Birla Sun Life Small Cap Fund vs Baroda BNP Paribas Small Cap Fund
some overlap
24.4%shared stocks
19Aditya Birla Sun Life Multi-Cap Fund-Direct Growth vs BAJAJ FINSERV MULTI CAP FUND
some overlap
24.1%shared stocks
20Axis Flexi Cap Fund vs BANK OF INDIA Flexi Cap Fund Direct Plan -Growth
some overlap
23.9%shared stocks

Overlap is the sum of the minimum weight each shared stock has in the two portfolios (100% = identical holdings). Rankings describe published data — not a recommendation to buy, sell or switch anything.

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