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8 of 65 unique stocks in common · Jaccard: 12.3%
A weighted portfolio overlap of 16.59% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹16.59 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.89% in SBI BSE Sensex ETF and 3.10% in SBI Consumption Opportunities Fund. Holding both schemes increases your concentration in Bharti Airtel 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 BSE | in SBI Consumption |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.89% | 3.10% |
| Mahindra & MahindraAutomobiles | 3.07% | 3.80% |
| Hindustan UnileverDiversified FMCG | 2.16% | 6.14% |
| EternalRetailing | 2.02% | 3.13% |
| Maruti Suzuki IndiaAutomobiles | 1.95% | 4.21% |
| Titan CompanyConsumer Durables | 1.88% | 3.74% |
| Asian PaintsConsumer Durables | 1.36% | 5.51% |
| TrentRetailing | 1.05% | 2.53% |
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.