Loading fund overlap…
6 of 56 unique stocks in common · Jaccard: 10.7%
A weighted portfolio overlap of 14.42% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.42 is allocated to the exact same companies at the same relative proportions. The schemes share 6 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 3.89% in SBI Resurgent India Opportunities Scheme. 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 Resurgent |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.89% | 3.89% |
| Kotak Mahindra BankBanks | 3.19% | 3.84% |
| ICICI BankBanks | 10.14% | 2.69% |
| State Bank of IndiaBanks | 4.52% | 2.41% |
| Bajaj FinservFinance | 1.13% | 3.82% |
| InterGlobe AviationTransport Services | 1.11% | 2.21% |
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.