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41 of 235 unique stocks in common · Jaccard: 17.4%
A weighted portfolio overlap of 28.86% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.86 is allocated to the exact same companies at the same relative proportions. The schemes share 41 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 8.71% in Ib33-Groww Nifty 200 ETF 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 Ib33-Groww | in SBI |
|---|---|---|
| HDFC BankBanks | 8.71% | 7.18% |
| ICICI BankBanks | 5.54% | 2.65% |
| Reliance IndustriesPetroleum Products | 5.81% | 2.55% |
| State Bank of IndiaBanks | 2.25% | 2.81% |
| Axis BankBanks | 2.04% | 3.30% |
| Hindustan UnileverDiversified FMCG | 1.26% | 1.09% |
| InfosysIT - Software | 3.08% | 1.03% |
| Tata SteelFerrous Metals | 0.87% | 1.06% |
| HCL TechnologiesIT - Software | 0.94% | 0.66% |
| Asian PaintsConsumer Durables | 0.66% | 2.60% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 0.62% | 0.92% |
| Tata Consultancy ServicesIT - Software | 1.80% | 0.50% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.49% | 1.40% |
| HDFC Life Insurance CompanyInsurance | 0.45% | 1.94% |
| WiproIT - Software | 0.40% | 0.42% |
| Adani EnterprisesMetals & Minerals Trading | 0.37% | 2.16% |
| HDFC Asset Management CompanyCapital Markets | 0.31% | 0.38% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 0.31% | 2.05% |
| LTIMindtreeIT - Software | 0.30% | 1.32% |
| Indus TowersTelecom - Services | 0.28% | 1.58% |
| LupinPharmaceuticals & Biotechnology | 0.27% | 0.92% |
| Samvardhana Motherson InternationalAuto Components | 0.27% | 1.01% |
| Hindustan Petroleum CorporationPetroleum Products | 0.26% | 0.93% |
| Godrej Consumer ProductsPersonal Products | 0.26% | 1.23% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.23% | 2.21% |
| Jindal SteelFerrous Metals | 0.23% | 2.18% |
| Bharat ForgeAuto Components | 0.20% | 3.23% |
| Shree CementCement & Cement Products | 0.20% | 2.15% |
| FSN E-Commerce VenturesRetailing | 0.20% | 1.20% |
| Tube Investments of IndiaAuto Components | 0.19% | 0.26% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 0.18% | 1.94% |
| VoltasConsumer Durables | 0.18% | 0.59% |
| Alkem LaboratoriesPharmaceuticals & Biotechnology | 0.18% | 2.06% |
| Colgate Palmolive (India)Personal Products | 0.17% | 2.17% |
| JSW EnergyPower | 0.16% | 1.14% |
| Torrent PowerPower | 0.14% | 1.82% |
| Page IndustriesTextiles & Apparels | 0.14% | 1.18% |
| Jubilant FoodworksLeisure Services | 0.14% | 1.00% |
| BioconPharmaceuticals & Biotechnology | 0.13% | 2.17% |
| ACCCement & Cement Products | 0.07% | 0.48% |
| Persistent SystemsIT - Software | 0.37% | 0.05% |
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.