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6 of 70 unique stocks in common · Jaccard: 8.6%
A weighted portfolio overlap of 9.73% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.73 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 Sona BLW Precision Forgings, which commands a weight of 3.14% in SBI Children's Fund - Investment Plan and 3.01% in SBI MNC Fund. Holding both schemes increases your concentration in Sona BLW Precision Forgings 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 | in SBI MNC |
|---|---|---|
| Sona BLW Precision ForgingsAuto Components | 3.14% | 3.01% |
| Amagi Media LabsIT - Services | 2.19% | 1.84% |
| Privi Speciality ChemicalsChemicals & Petrochemicals | 3.12% | 1.50% |
| Aether IndustriesChemicals & Petrochemicals | 1.43% | 3.26% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 1.32% | 3.29% |
| AequsAerospace & Defense | 3.00% | 0.63% |
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.