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24 of 140 unique stocks in common · Jaccard: 17.1%
A weighted portfolio overlap of 27.28% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.28 is allocated to the exact same companies at the same relative proportions. The schemes share 24 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 4.87% in Nippon India Vision Large & Mid Cap Fund and 3.98% in SBI Large and Midcap Fund. 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 Nippon | in SBI |
|---|---|---|
| ICICI BankBanks | 4.87% | 3.98% |
| Axis BankBanks | 2.96% | 3.38% |
| State Bank of IndiaBanks | 4.37% | 2.88% |
| HDFC BankBanks | 2.69% | 6.36% |
| FSN E-Commerce VenturesRetailing | 2.28% | 1.49% |
| Balkrishna IndustriesAuto Components | 1.44% | 2.53% |
| Asian PaintsConsumer Durables | 1.32% | 2.41% |
| BioconPharmaceuticals & Biotechnology | 1.24% | 2.29% |
| ICICI Prudential Asset Management CompanyCapital Markets | 1.12% | 1.45% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 1.07% | 1.91% |
| JSW EnergyPower | 1.08% | 0.92% |
| Abbott IndiaPharmaceuticals & Biotechnology | 0.87% | 1.88% |
| Samvardhana Motherson InternationalAuto Components | 1.51% | 0.81% |
| Endurance TechnologiesAuto Components | 0.73% | 0.62% |
| VoltasConsumer Durables | 1.53% | 0.53% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 0.48% | 1.86% |
| Tata SteelFerrous Metals | 0.47% | 0.60% |
| LG Electronics IndiaConsumer Durables | 0.49% | 0.44% |
| InfosysIT - Software | 0.43% | 0.94% |
| Vedanta Aluminium MetalNon - Ferrous Metals | 0.88% | 0.41% |
| Hindustan UnileverDiversified FMCG | 0.37% | 1.35% |
| Godrej Consumer ProductsPersonal Products | 0.34% | 1.00% |
| JK CementCement & Cement Products | 0.26% | 0.46% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 0.63% | 0.14% |
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.