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13 of 83 unique stocks in common · Jaccard: 15.7%
A weighted portfolio overlap of 34.11% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹34.11 is allocated to the exact same companies at the same relative proportions. The schemes share 13 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 5.95% in SBI Infrastructure Fund. 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% | 5.95% |
| Bharti AirtelTelecom - Services | 5.36% | 6.86% |
| Reliance IndustriesPetroleum Products | 4.01% | 9.92% |
| NTPCPower | 4.34% | 3.63% |
| Ultratech CementCement & Cement Products | 3.47% | 2.87% |
| Bharat Heavy ElectricalsElectrical Equipment | 2.31% | 3.48% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 1.85% | 4.52% |
| Grindwell NortonIndustrial Products | 1.69% | 3.84% |
| Pitti EngineeringIndustrial Manufacturing | 1.49% | 1.56% |
| SiemensElectrical Equipment | 1.39% | 4.01% |
| Carborundum UniversalIndustrial Products | 1.33% | 1.44% |
| SAMHI HotelsLeisure Services | 1.29% | 1.73% |
| Ahluwalia Contracts (India)Construction | 1.18% | 1.98% |
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.