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39 of 730 unique stocks in common · Jaccard: 5.3%
A weighted portfolio overlap of 27.33% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.33 is allocated to the exact same companies at the same relative proportions. The schemes share 39 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 4.63% in IB18-Groww Nifty Total Market Index Fund and 4.04% in SBI Equity Hybrid 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 IB18-Groww | in SBI |
|---|---|---|
| ICICI BankBanks | 4.63% | 4.04% |
| Bharti AirtelTelecom - Services | 2.70% | 3.27% |
| HDFC BankBanks | 7.27% | 2.39% |
| Reliance IndustriesPetroleum Products | 4.85% | 2.36% |
| Larsen & ToubroConstruction | 2.28% | 2.50% |
| State Bank of IndiaBanks | 1.87% | 3.79% |
| InfosysIT - Software | 2.57% | 1.65% |
| Bajaj FinanceFinance | 1.34% | 2.49% |
| Tata Consultancy ServicesIT - Software | 1.51% | 1.08% |
| ITCDiversified FMCG | 1.95% | 0.79% |
| NTPCPower | 0.77% | 0.88% |
| InterGlobe AviationTransport Services | 0.59% | 2.25% |
| Hindalco IndustriesNon - Ferrous Metals | 0.59% | 1.74% |
| Asian PaintsConsumer Durables | 0.55% | 1.75% |
| Coal IndiaConsumable Fuels | 0.43% | 1.80% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.41% | 2.62% |
| Max Healthcare InstituteHealthcare Services | 0.41% | 0.80% |
| Adani PowerPower | 0.30% | 4.03% |
| Avenue SupermartsRetailing | 0.29% | 1.59% |
| DLFRealty | 0.23% | 0.91% |
| Varun BeveragesBeverages | 0.31% | 0.21% |
| Jindal SteelFerrous Metals | 0.19% | 1.01% |
| Shree CementCement & Cement Products | 0.18% | 1.78% |
| SwiggyRetailing | 0.17% | 0.71% |
| Adani Energy SolutionsPower | 0.16% | 3.63% |
| Muthoot FinanceFinance | 0.16% | 2.79% |
| Solar Industries IndiaChemicals & Petrochemicals | 0.16% | 3.89% |
| MRFAuto Components | 0.15% | 2.50% |
| Vishal Mega MartRetailing | 0.15% | 1.01% |
| JSW EnergyPower | 0.14% | 1.77% |
| Page IndustriesTextiles & Apparels | 0.12% | 1.44% |
| Oberoi RealtyRealty | 0.10% | 0.91% |
| AstralIndustrial Products | 0.09% | 1.00% |
| United BreweriesBeverages | 0.06% | 0.47% |
| AIA EngineeringIndustrial Products | 0.06% | 1.55% |
| Procter & Gamble Hygiene and Health CarePersonal Products | 0.06% | 0.49% |
| Brainbees SolutionsRetailing | 0.04% | 0.11% |
| Westlife FoodworldLeisure Services | 0.02% | 0.41% |
| Vedant FashionsRetailing | 0.02% | 0.24% |
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.