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4 of 98 unique stocks in common · Jaccard: 4.1%
A weighted portfolio overlap of 5.57% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹5.57 is allocated to the exact same companies at the same relative proportions. The schemes share 4 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 5.87% in ICICI Prudential India Opportunities Fund and 2.96% in SBI Resurgent India Opportunities Scheme. 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 ICICI | in SBI |
|---|---|---|
| ICICI BankBanks | 5.87% | 2.96% |
| Kotak Mahindra BankBanks | 2.02% | 3.99% |
| State Bank of IndiaBanks | 0.34% | 4.90% |
| Bajaj FinservFinance | 0.25% | 4.12% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.