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15 of 40 unique stocks in common · Jaccard: 37.5%
A weighted portfolio overlap of 60.99% indicates a significant overlap (largely the same bets). This means that out of every ₹100 you invest across these two schemes, approximately ₹60.99 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 15.45% in Aditya Birla Sun Life Digital India Fund and 12.07% in SBI Technology Opportunities Fund. Holding both schemes increases your concentration in Infosys 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 |
|---|---|---|
| InfosysIT - Software | 15.45% | 12.07% |
| Bharti AirtelTelecom - Services | 10.48% | 12.98% |
| Tata Consultancy ServicesIT - Software | 7.87% | 7.59% |
| EternalRetailing | 6.25% | 6.28% |
| LTIMindtreeIT - Software | 4.61% | 4.80% |
| CoforgeIT - Software | 4.08% | 4.04% |
| SwiggyRetailing | 3.64% | 3.05% |
| Persistent SystemsIT - Software | 3.93% | 2.70% |
| Tech MahindraIT - Software | 8.52% | 2.46% |
| HCL TechnologiesIT - Software | 3.46% | 2.24% |
| Firstsource SolutionsCommercial Services & Supplies | 2.03% | 4.66% |
| Hexaware TechnologiesIT - Software | 1.45% | 2.16% |
| Capillary Technologies IndiaIT - Software | 0.79% | 0.97% |
| Amagi Media LabsIT - Services | 0.67% | 3.02% |
| PB FintechFinancial Technology (Fintech) | 0.57% | 2.45% |
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.