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11 of 123 unique stocks in common · Jaccard: 8.9%
A weighted portfolio overlap of 13.77% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.77 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 Reliance Industries, which commands a weight of 4.01% in Aditya Birla Sun Life Infrastructure Fund and 2.55% in SBI Large and Midcap Fund. Holding both schemes increases your concentration in Reliance Industries 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 |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.01% | 2.55% |
| State Bank of IndiaBanks | 1.82% | 2.81% |
| ICICI BankBanks | 1.80% | 2.65% |
| Jindal SteelFerrous Metals | 1.76% | 2.18% |
| Axis BankBanks | 1.33% | 3.30% |
| AIA EngineeringIndustrial Products | 1.36% | 1.20% |
| Hindustan Petroleum CorporationPetroleum Products | 1.39% | 0.93% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 1.85% | 0.92% |
| Ingersoll - Rand (India)Industrial Products | 1.10% | 0.68% |
| JK CementCement & Cement Products | 2.24% | 0.50% |
| The Ramco CementsCement & Cement Products | 0.29% | 1.04% |
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.