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8 of 95 unique stocks in common · Jaccard: 8.4%
A weighted portfolio overlap of 14.11% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.11 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.22% in Aditya Birla Sun Life Special Opportunities Fund and 3.89% in SBI Resurgent India Opportunities Scheme. 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 | 5.22% | 3.89% |
| ICICI BankBanks | 3.68% | 2.69% |
| Kotak Mahindra BankBanks | 1.98% | 3.84% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 1.97% | 2.26% |
| Bajaj FinservFinance | 1.50% | 3.82% |
| Amagi Media LabsIT - Services | 1.10% | 2.51% |
| MeeshoRetailing | 0.51% | 3.66% |
| Carborundum UniversalIndustrial Products | 0.47% | 3.38% |
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.