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10 of 58 unique stocks in common · Jaccard: 17.2%
A weighted portfolio overlap of 22.59% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.59 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 Samvardhana Motherson International, which commands a weight of 4.76% in quant Large Cap Fund and 3.77% in SBI Large Cap Fund. Holding both schemes increases your concentration in Samvardhana Motherson 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 quant | in SBI |
|---|---|---|
| Samvardhana Motherson InternationalAuto Components | 4.76% | 3.77% |
| InfosysIT - Software | 3.58% | 3.66% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 4.97% | 3.49% |
| Reliance IndustriesPetroleum Products | 3.01% | 3.59% |
| State Bank of IndiaBanks | 2.38% | 3.67% |
| Bharti AirtelTelecom - Services | 3.33% | 2.10% |
| Adani EnterprisesMetals & Minerals Trading | 8.08% | 1.51% |
| ICICI Prudential Asset Management CompanyCapital Markets | 8.81% | 1.13% |
| Life Insurance Corporation Of IndiaInsurance | 1.21% | 0.97% |
| Adani Energy SolutionsPower | 3.94% | 0.64% |
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.