Loading fund overlap…
11 of 79 unique stocks in common · Jaccard: 13.9%
A weighted portfolio overlap of 27.54% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.54 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 5.72% in Aditya Birla Sun Life Infrastructure Fund and 5.38% in SBI BSE Sensex ETF. Holding both schemes increases your concentration in Larsen & Toubro 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 |
|---|---|---|
| Larsen & ToubroConstruction | 5.72% | 5.38% |
| Bharti AirtelTelecom - Services | 5.36% | 5.89% |
| Reliance IndustriesPetroleum Products | 4.01% | 10.08% |
| NTPCPower | 4.34% | 2.07% |
| State Bank of IndiaBanks | 1.82% | 4.52% |
| ICICI BankBanks | 1.80% | 10.14% |
| Bharat ElectronicsAerospace & Defense | 1.65% | 1.66% |
| Ultratech CementCement & Cement Products | 3.47% | 1.52% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 1.85% | 1.50% |
| Axis BankBanks | 1.33% | 4.15% |
| InterGlobe AviationTransport Services | 1.59% | 1.11% |
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.