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10 of 77 unique stocks in common · Jaccard: 13%
A weighted portfolio overlap of 19.86% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹19.86 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Larsen & Toubro, which commands a weight of 3.97% in Lic Mf Infrastructure Fund and 5.38% in SBI BSE Sensex ETF. Holding both schemes increases your concentration in Larsen & Toubro 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 Lic | in SBI |
|---|---|---|
| Larsen & ToubroConstruction | 3.97% | 5.38% |
| Bharti AirtelTelecom - Services | 2.62% | 5.89% |
| NTPCPower | 2.49% | 2.07% |
| Maruti Suzuki IndiaAutomobiles | 2.47% | 1.95% |
| Tata SteelFerrous Metals | 1.89% | 1.94% |
| Mahindra & MahindraAutomobiles | 1.88% | 3.07% |
| ICICI BankBanks | 1.79% | 10.14% |
| Ultratech CementCement & Cement Products | 1.75% | 1.52% |
| InterGlobe AviationTransport Services | 1.99% | 1.11% |
| Bharat ElectronicsAerospace & Defense | 1.06% | 1.66% |
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.