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10 of 70 unique stocks in common · Jaccard: 14.3%
A weighted portfolio overlap of 19.2% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.2 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 4.57% in Aditya Birla Sun Life Nifty 200 Momentum 30 ETF and 5.36% in SBI Nifty 50 ETF. 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 | 4.57% | 5.36% |
| State Bank of IndiaBanks | 5.64% | 3.79% |
| Bajaj FinanceFinance | 4.78% | 2.73% |
| Maruti Suzuki IndiaAutomobiles | 4.09% | 1.66% |
| Shriram FinanceFinance | 4.98% | 1.31% |
| Hindalco IndustriesNon - Ferrous Metals | 6.06% | 1.26% |
| Asian PaintsConsumer Durables | 4.54% | 1.11% |
| InterGlobe AviationTransport Services | 3.57% | 1.05% |
| Eicher MotorsAutomobiles | 4.95% | 0.96% |
| SBI Life Insurance CompanyInsurance | 3.51% | 0.76% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.