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6 of 75 unique stocks in common · Jaccard: 8%
A weighted portfolio overlap of 17.53% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.53 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 7.20% in Tata Nifty India Digital Exchange Traded 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 | in Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.89% | 7.20% |
| InfosysIT - Software | 4.56% | 6.44% |
| Tata Consultancy ServicesIT - Software | 2.58% | 6.68% |
| EternalRetailing | 2.02% | 7.47% |
| HCL TechnologiesIT - Software | 1.41% | 6.11% |
| Tech MahindraIT - Software | 1.07% | 5.67% |
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.