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32 of 285 unique stocks in common · Jaccard: 11.2%
A weighted portfolio overlap of 14.74% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.74 is allocated to the exact same companies at the same relative proportions. The schemes share 32 common holdings.
The largest overlapping asset in their portfolios is Navin Fluorine International, which commands a weight of 1.00% in IB52-Groww Nifty Smallcap 250 ETF and 3.11% in SBI Smallcap Fund. Holding both schemes increases your concentration in Navin Fluorine International 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 IB52-Groww | in SBI |
|---|---|---|
| Navin Fluorine InternationalChemicals & Petrochemicals | 1.00% | 3.11% |
| Cholamandalam Financial HoldingsFinance | 0.91% | 1.66% |
| Krishna Institute Of Medical SciencesHealthcare Services | 0.86% | 2.50% |
| City Union BankBanks | 0.80% | 2.69% |
| RBL BankBanks | 0.94% | 0.73% |
| Brigade EnterprisesRealty | 0.70% | 0.77% |
| Kalpataru Projects InternationalConstruction | 0.69% | 2.76% |
| Anand Rathi WealthCapital Markets | 0.58% | 1.94% |
| Star Health And Allied Insurance CompanyInsurance | 0.54% | 1.37% |
| EID Parry IndiaFood Products | 0.53% | 1.88% |
| Elgi EquipmentsIndustrial Products | 0.52% | 1.53% |
| Sundram FastenersAuto Components | 0.51% | 2.30% |
| Carborundum UniversalIndustrial Products | 0.50% | 1.36% |
| Kajaria CeramicsConsumer Durables | 0.48% | 2.01% |
| Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals | 0.48% | 1.98% |
| ZF Commercial Vehicle Control Systems IndiaAuto Components | 0.44% | 2.75% |
| Aptus Value Housing Finance IndiaFinance | 0.41% | 1.36% |
| Lemon Tree HotelsLeisure Services | 0.40% | 0.40% |
| Ather EnergyAutomobiles | 0.38% | 5.18% |
| PVR INOXEntertainment | 0.42% | 0.36% |
| Chalet HotelsLeisure Services | 0.33% | 1.89% |
| V-Guard IndustriesConsumer Durables | 0.32% | 1.39% |
| Afcons InfrastructureConstruction | 0.32% | 1.45% |
| Manappuram FinanceFinance | 0.71% | 0.28% |
| Finolex IndustriesIndustrial Products | 0.26% | 1.72% |
| Balrampur Chini MillsAgricultural Food & Other Products | 0.25% | 1.51% |
| Doms IndustriesHousehold Products | 0.22% | 1.93% |
| Welspun CorpIndustrial Products | 0.61% | 0.22% |
| SBFC FinanceFinance | 0.21% | 2.25% |
| Happiest Minds TechnologiesIT - Software | 0.20% | 0.47% |
| Vedant FashionsRetailing | 0.19% | 0.38% |
| Clean Science and TechnologyChemicals & Petrochemicals | 0.11% | 0.47% |
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.