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6 of 75 unique stocks in common · Jaccard: 8%
A weighted portfolio overlap of 18.47% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹18.47 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.02% in IB13-Groww Value Fund and 6.86% in SBI Infrastructure Fund. 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 IB13-Groww | in SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.02% | 6.86% |
| Larsen & ToubroConstruction | 4.24% | 5.95% |
| Reliance IndustriesPetroleum Products | 4.21% | 9.92% |
| Coal IndiaConsumable Fuels | 3.17% | 2.00% |
| Power Finance CorporationFinance | 3.71% | 1.79% |
| NTPCPower | 1.21% | 3.63% |
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.