Loading fund overlap…
2 of 66 unique stocks in common · Jaccard: 3%
A weighted portfolio overlap of 2.18% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹2.18 is allocated to the exact same companies at the same relative proportions. The schemes share 2 common holdings.
The largest overlapping asset in their portfolios is Kingfa Science & Technology India, which commands a weight of 2.11% in SBI Automotive Opportunities Fund and 2.00% in SBI Conservative Hybrid Fund. Holding both schemes increases your concentration in Kingfa Science & Technology India 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 SBI Automotive | in SBI Conservative |
|---|---|---|
| Kingfa Science & Technology IndiaIndustrial Products | 2.11% | 2.00% |
| Sundram FastenersAuto Components | 0.66% | 0.18% |
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.