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8 of 81 unique stocks in common · Jaccard: 9.9%
A weighted portfolio overlap of 10.75% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.75 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 Reliance Industries, which commands a weight of 2.15% in SBI Comma Fund and 8.25% in SBI Nifty 50 ETF. Holding both schemes increases your concentration in Reliance Industries 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 Comma | in SBI Nifty |
|---|---|---|
| Reliance IndustriesPetroleum Products | 2.15% | 8.25% |
| Tata SteelFerrous Metals | 7.91% | 1.59% |
| Hindalco IndustriesNon - Ferrous Metals | 2.18% | 1.51% |
| Ultratech CementCement & Cement Products | 3.47% | 1.26% |
| Power Grid Corporation of IndiaPower | 2.40% | 1.22% |
| JSW SteelFerrous Metals | 5.68% | 1.11% |
| Coal IndiaConsumable Fuels | 2.65% | 0.96% |
| Oil & Natural Gas CorporationOil | 5.35% | 0.95% |
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.