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54 of 267 unique stocks in common · Jaccard: 20.2%
A weighted portfolio overlap of 29.37% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.37 is allocated to the exact same companies at the same relative proportions. The schemes share 54 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 3.79% in HDFC Large & Mid Cap Fund . and 3.98% in SBI Large and Midcap Fund. Holding both schemes increases your concentration in ICICI 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 |
|---|---|---|
| ICICI BankBanks | 3.79% | 3.98% |
| HDFC BankBanks | 3.43% | 6.36% |
| Axis BankBanks | 1.95% | 3.38% |
| State Bank of IndiaBanks | 1.47% | 2.88% |
| Gland PharmaPharmaceuticals & Biotechnology | 1.33% | 2.17% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 1.22% | 1.91% |
| Bharat ForgeAuto Components | 0.94% | 2.34% |
| InfosysIT - Software | 1.12% | 0.94% |
| Balkrishna IndustriesAuto Components | 0.85% | 2.53% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.79% | 1.86% |
| LupinPharmaceuticals & Biotechnology | 1.01% | 0.79% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.76% | 1.86% |
| Jindal SteelFerrous Metals | 0.75% | 1.83% |
| Adani Energy SolutionsPower | 0.70% | 0.91% |
| HCL TechnologiesIT - Software | 0.84% | 0.68% |
| FSN E-Commerce VenturesRetailing | 0.62% | 1.49% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.58% | 2.32% |
| Tata SteelFerrous Metals | 0.53% | 0.60% |
| Hindustan UnileverDiversified FMCG | 0.48% | 1.35% |
| SwiggyRetailing | 0.45% | 2.05% |
| Timken IndiaIndustrial Products | 0.42% | 0.42% |
| VoltasConsumer Durables | 0.42% | 0.53% |
| BioconPharmaceuticals & Biotechnology | 0.41% | 2.29% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.40% | 2.37% |
| Endurance TechnologiesAuto Components | 0.38% | 0.62% |
| Hero MotoCorpAutomobiles | 0.43% | 0.37% |
| DelhiveryTransport Services | 0.35% | 0.99% |
| Asian PaintsConsumer Durables | 0.26% | 2.41% |
| Tata Motors Passenger VehiclesAutomobiles | 0.27% | 0.26% |
| AIA EngineeringIndustrial Products | 0.24% | 1.06% |
| HDFC Life Insurance CompanyInsurance | 0.22% | 1.75% |
| Jubilant FoodworksLeisure Services | 0.21% | 1.29% |
| SBI Cards & Payment ServicesFinance | 0.20% | 0.47% |
| EmamiPersonal Products | 0.19% | 0.56% |
| LTMIT - Software | 0.19% | 1.89% |
| Samvardhana Motherson InternationalAuto Components | 0.18% | 0.81% |
| ACCCement & Cement Products | 0.17% | 0.41% |
| JSW EnergyPower | 0.17% | 0.92% |
| Page IndustriesTextiles & Apparels | 0.15% | 1.03% |
| Cholamandalam Financial HoldingsFinance | 0.14% | 0.50% |
| Kajaria CeramicsConsumer Durables | 0.14% | 0.57% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.73% | 0.14% |
| Nuvoco Vistas CorporationCement & Cement Products | 0.12% | 0.42% |
| Deepak NitriteChemicals & Petrochemicals | 0.10% | 0.17% |
| Gujarat EnergyGas | 0.08% | 0.17% |
| United BreweriesBeverages | 0.08% | 1.77% |
| JK CementCement & Cement Products | 0.07% | 0.46% |
| Sundram FastenersAuto Components | 0.07% | 1.34% |
| Hexaware TechnologiesIT - Software | 0.06% | 1.57% |
| Motherson Sumi Wiring IndiaAuto Components | 0.04% | 0.25% |
| Tenneco Clean Air IndiaAuto Components | 0.04% | 0.61% |
| GSPL India TranscoGas | 0.02% | 0.03% |
| ICICI Prudential Asset Management CompanyCapital Markets | 0.02% | 1.45% |
| Godrej Consumer ProductsPersonal 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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.