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10 of 71 unique stocks in common · Jaccard: 14.1%
A weighted portfolio overlap of 19.72% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.72 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 The Federal Bank, which commands a weight of 4.08% in Aditya Birla Sun Life Quant Fund and 5.36% in SBI Quant Fund. Holding both schemes increases your concentration in The Federal Bank 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 |
|---|---|---|
| The Federal BankBanks | 4.08% | 5.36% |
| MaricoAgricultural Food & Other Products | 3.56% | 3.29% |
| Eicher MotorsAutomobiles | 2.86% | 3.28% |
| Cummins IndiaIndustrial Products | 2.62% | 3.73% |
| Polycab IndiaIndustrial Products | 2.45% | 2.72% |
| Mahindra & Mahindra Financial ServicesFinance | 2.10% | 1.63% |
| L&T FinanceFinance | 2.31% | 0.90% |
| NMDCMinerals & Mining | 0.73% | 2.57% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.66% | 0.71% |
| Bajaj AutoAutomobiles | 0.51% | 5.64% |
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.