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3 of 33 unique stocks in common · Jaccard: 9.1%
A weighted portfolio overlap of 9.78% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.78 is allocated to the exact same companies at the same relative proportions. The schemes share 3 common holdings.
The largest overlapping asset in their portfolios is Adani Energy Solutions, which commands a weight of 8.40% in quant Focused Fund and 4.15% in SBI Focused Fund. Holding both schemes increases your concentration in Adani Energy Solutions 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 quant | in SBI |
|---|---|---|
| Adani Energy SolutionsPower | 8.40% | 4.15% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 5.92% | 2.90% |
| Adani EnterprisesMetals & Minerals Trading | 8.35% | 2.73% |
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.