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13 of 44 unique stocks in common · Jaccard: 29.5%
A weighted portfolio overlap of 13.5% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.5 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Powerica, which commands a weight of 2.27% in SBI Children's Fund - Investment Plan and 2.29% in SBI Children's Fund - Savings Plan. Holding both schemes increases your concentration in Powerica 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 Children's Fund - Investment | in SBI Children's Fund - Savings |
|---|---|---|
| PowericaElectrical Equipment | 2.27% | 2.29% |
| Muthoot FinanceFinance | 3.29% | 1.49% |
| Hatsun Agro ProductFood Products | 3.36% | 1.21% |
| Sanathan TextilesTextiles & Apparels | 1.85% | 1.20% |
| Thangamayil JewelleryConsumer Durables | 5.00% | 1.18% |
| Sona BLW Precision ForgingsAuto Components | 3.47% | 1.10% |
| Adani EnterprisesMetals & Minerals Trading | 4.12% | 1.03% |
| K.P.R. MillTextiles & Apparels | 1.87% | 1.00% |
| EID Parry IndiaFood Products | 0.94% | 0.99% |
| Doms IndustriesHousehold Products | 2.88% | 0.85% |
| Wonderla HolidaysLeisure Services | 0.65% | 0.42% |
| Hawkins CookersConsumer Durables | 0.41% | 1.34% |
| Relaxo FootwearsConsumer Durables | 0.81% | 0.40% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.