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50 of 259 unique stocks in common · Jaccard: 19.3%
A weighted portfolio overlap of 28.73% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.73 is allocated to the exact same companies at the same relative proportions. The schemes share 50 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 3.83% in HDFC Large and Mid Cap Fund and 7.18% in SBI Large and Midcap Fund. Holding both schemes increases your concentration in HDFC 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 HDFC | in SBI |
|---|---|---|
| HDFC BankBanks | 3.83% | 7.18% |
| ICICI BankBanks | 3.48% | 2.65% |
| Axis BankBanks | 1.92% | 3.30% |
| Reliance IndustriesPetroleum Products | 1.59% | 2.55% |
| State Bank of IndiaBanks | 1.42% | 2.81% |
| Gland PharmaPharmaceuticals & Biotechnology | 1.10% | 1.81% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 1.08% | 1.94% |
| InfosysIT - Software | 1.32% | 1.03% |
| Bharat ForgeAuto Components | 0.93% | 3.23% |
| Hindustan Petroleum CorporationPetroleum Products | 1.01% | 0.93% |
| LupinPharmaceuticals & Biotechnology | 1.11% | 0.92% |
| Balkrishna IndustriesAuto Components | 0.87% | 1.62% |
| Jindal SteelFerrous Metals | 0.80% | 2.18% |
| HCL TechnologiesIT - Software | 0.80% | 0.66% |
| Tata SteelFerrous Metals | 0.63% | 1.06% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.60% | 2.06% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.57% | 1.40% |
| Hindustan UnileverDiversified FMCG | 0.56% | 1.09% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.55% | 2.21% |
| Timken IndiaIndustrial Products | 0.51% | 0.52% |
| Tata Consultancy ServicesIT - Software | 0.66% | 0.50% |
| FSN E-Commerce VenturesRetailing | 0.49% | 1.20% |
| VoltasConsumer Durables | 0.47% | 0.59% |
| DelhiveryTransport Services | 0.37% | 0.86% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.35% | 2.05% |
| Asian PaintsConsumer Durables | 0.28% | 2.60% |
| AIA EngineeringIndustrial Products | 0.26% | 1.20% |
| HDFC Life Insurance CompanyInsurance | 0.25% | 1.94% |
| EmamiPersonal Products | 0.22% | 0.66% |
| JSW EnergyPower | 0.21% | 1.14% |
| ACCCement & Cement Products | 0.20% | 0.48% |
| Jubilant FoodworksLeisure Services | 0.19% | 1.00% |
| LTIMindtreeIT - Software | 0.18% | 1.32% |
| Tube Investments of IndiaAuto Components | 0.18% | 0.26% |
| Page IndustriesTextiles & Apparels | 0.17% | 1.18% |
| Samvardhana Motherson InternationalAuto Components | 0.17% | 1.01% |
| Cholamandalam Financial HoldingsFinance | 0.16% | 0.57% |
| BioconPharmaceuticals & Biotechnology | 0.15% | 2.17% |
| Gujarat GasGas | 0.13% | 0.30% |
| Kajaria CeramicsConsumer Durables | 0.13% | 0.54% |
| Nuvoco Vistas CorporationCement & Cement Products | 0.13% | 0.50% |
| United BreweriesBeverages | 0.08% | 1.62% |
| JK CementCement & Cement Products | 0.07% | 0.50% |
| Hexaware TechnologiesIT - Software | 0.06% | 1.55% |
| Persistent SystemsIT - Software | 0.72% | 0.05% |
| Sundram FastenersAuto Components | 0.05% | 1.03% |
| Motherson Sumi Wiring IndiaAuto Components | 0.04% | 0.28% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.02% | 1.97% |
| Godrej Consumer ProductsPersonal Products | 0.01% | 1.23% |
| Kwality Walls IndiaFood Products | 0.01% | 0.01% |
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.