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22 of 729 unique stocks in common · Jaccard: 3%
A weighted portfolio overlap of 11.19% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹11.19 is allocated to the exact same companies at the same relative proportions. The schemes share 22 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 2.70% in IB18-Groww Nifty Total Market Index Fund and 12.98% in SBI Technology Opportunities 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 IB18-Groww | in SBI |
|---|---|---|
| Bharti AirtelTelecom - Services | 2.70% | 12.98% |
| InfosysIT - Software | 2.57% | 12.07% |
| Tata Consultancy ServicesIT - Software | 1.51% | 7.59% |
| EternalRetailing | 1.07% | 6.28% |
| HCL TechnologiesIT - Software | 0.79% | 2.24% |
| Tech MahindraIT - Software | 0.44% | 2.46% |
| Persistent SystemsIT - Software | 0.31% | 2.70% |
| PB FintechFinancial Technology (Fintech) | 0.29% | 2.45% |
| CoforgeIT - Software | 0.29% | 4.04% |
| Info Edge (India)Retailing | 0.26% | 2.35% |
| LTIMindtreeIT - Software | 0.25% | 4.80% |
| SwiggyRetailing | 0.17% | 3.05% |
| FSN E-Commerce VenturesRetailing | 0.16% | 1.24% |
| DelhiveryTransport Services | 0.12% | 1.99% |
| L&T Technology ServicesIT - Services | 0.05% | 1.62% |
| Firstsource SolutionsCommercial Services & Supplies | 0.05% | 4.66% |
| Hexaware TechnologiesIT - Software | 0.04% | 2.16% |
| PVR INOXEntertainment | 0.04% | 0.21% |
| IndegeneHealthcare Services | 0.03% | 1.10% |
| TBO TekLeisure Services | 0.02% | 0.45% |
| BlackbuckTransport Services | 0.02% | 2.66% |
| eMudhraIT - Services | 0.01% | 0.57% |
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.