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22 of 101 unique stocks in common · Jaccard: 21.8%
A weighted portfolio overlap of 36.52% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.52 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.48% in Aditya Birla Sun Life Consumption Fund and 5.19% in SBI Nifty 50 ETF. Holding both schemes increases your concentration in Bharti Airtel rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in Aditya | in SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.48% | 5.19% |
| ICICI BankBanks | 3.70% | 8.30% |
| ITCDiversified FMCG | 3.51% | 2.56% |
| Mahindra & MahindraAutomobiles | 4.19% | 2.52% |
| HDFC BankBanks | 2.47% | 10.53% |
| Axis BankBanks | 2.25% | 3.41% |
| Hindustan UnileverDiversified FMCG | 2.56% | 1.77% |
| EternalRetailing | 5.06% | 1.67% |
| Maruti Suzuki IndiaAutomobiles | 3.49% | 1.59% |
| Titan CompanyConsumer Durables | 2.63% | 1.55% |
| Kotak Mahindra BankBanks | 1.46% | 2.62% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.18% | 1.76% |
| Asian PaintsConsumer Durables | 1.17% | 1.12% |
| Ultratech CementCement & Cement Products | 1.01% | 1.26% |
| Bajaj FinservFinance | 1.19% | 0.95% |
| Nestle IndiaFood Products | 1.60% | 0.94% |
| InterGlobe AviationTransport Services | 1.15% | 0.92% |
| TrentRetailing | 2.85% | 0.87% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.90% | 0.78% |
| SBI Life Insurance CompanyInsurance | 1.33% | 0.76% |
| Tata Consumer ProductsAgricultural Food & Other Products | 2.02% | 0.71% |
| Bajaj FinanceFinance | 0.55% | 2.25% |
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.