Loading fund overlap…
33 of 849 unique stocks in common · Jaccard: 3.9%
A weighted portfolio overlap of 16.68% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.68 is allocated to the exact same companies at the same relative proportions. The schemes share 33 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 4.83% in Back to Index and 9.92% in SBI Infrastructure 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 Back | in SBI |
|---|---|---|
| Reliance IndustriesPetroleum Products | 4.83% | 9.92% |
| Bharti AirtelTelecom - Services | 2.68% | 6.86% |
| Larsen & ToubroConstruction | 2.34% | 5.95% |
| NTPCPower | 0.95% | 3.63% |
| Ultratech CementCement & Cement Products | 0.68% | 2.87% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 0.61% | 4.52% |
| JSW SteelFerrous Metals | 0.59% | 2.13% |
| Oil & Natural Gas CorporationOil | 0.58% | 3.32% |
| Coal IndiaConsumable Fuels | 0.55% | 2.00% |
| Adani PowerPower | 0.45% | 1.52% |
| Adani EnterprisesMetals & Minerals Trading | 0.32% | 1.13% |
| Power Finance CorporationFinance | 0.32% | 1.79% |
| Adani Energy SolutionsPower | 0.23% | 3.79% |
| Bharat Heavy ElectricalsElectrical Equipment | 0.23% | 3.48% |
| GAIL (India)Gas | 0.22% | 1.37% |
| Solar Industries IndiaChemicals & Petrochemicals | 0.19% | 1.90% |
| SiemensElectrical Equipment | 0.17% | 4.01% |
| Torrent PowerPower | 0.17% | 3.55% |
| Shree CementCement & Cement Products | 0.16% | 5.27% |
| JSW EnergyPower | 0.15% | 2.36% |
| Elgi EquipmentsIndustrial Products | 0.06% | 1.20% |
| Carborundum UniversalIndustrial Products | 0.05% | 1.44% |
| Grindwell NortonIndustrial Products | 0.04% | 3.84% |
| Mahindra Lifespace DevelopersRealty | 0.02% | 0.50% |
| Ahluwalia Contracts (India)Construction | 0.01% | 1.98% |
| Ajax EngineeringAgricultural, Commercial & Construction Vehicles | 0.01% | 1.60% |
| Ashoka BuildconConstruction | 0.01% | 1.09% |
| G R InfraprojectsConstruction | 0.01% | 0.94% |
| ICRACapital Markets | 0.01% | 1.40% |
| Kennametal IndiaIndustrial Manufacturing | 0.01% | 1.50% |
| Pitti EngineeringIndustrial Manufacturing | 0.01% | 1.56% |
| SAMHI HotelsLeisure Services | 0.01% | 1.73% |
| The India CementsCement & Cement Products | 0.01% | 1.00% |
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.