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10 of 93 unique stocks in common · Jaccard: 10.8%
A weighted portfolio overlap of 17.47% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.47 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.36% in Aditya Birla Sun Life Infrastructure Fund and 3.27% in SBI Equity Hybrid Fund. 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 | 5.36% | 3.27% |
| Larsen & ToubroConstruction | 5.72% | 2.50% |
| Reliance IndustriesPetroleum Products | 4.01% | 2.36% |
| State Bank of IndiaBanks | 1.82% | 3.79% |
| ICICI BankBanks | 1.80% | 4.04% |
| InterGlobe AviationTransport Services | 1.59% | 2.25% |
| AIA EngineeringIndustrial Products | 1.36% | 1.55% |
| Jindal SteelFerrous Metals | 1.76% | 1.01% |
| Hindalco IndustriesNon - Ferrous Metals | 0.89% | 1.74% |
| NTPCPower | 4.34% | 0.88% |
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.