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10 of 76 unique stocks in common · Jaccard: 13.2%
A weighted portfolio overlap of 10.86% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹10.86 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.10% in SBI Consumption Opportunities Fund and 3.27% in SBI Equity Hybrid 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 Consumption | in SBI Equity |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.10% | 3.27% |
| Asian PaintsConsumer Durables | 5.51% | 1.75% |
| Avenue SupermartsRetailing | 2.80% | 1.59% |
| Page IndustriesTextiles & Apparels | 4.04% | 1.44% |
| Vishal Mega MartRetailing | 1.61% | 1.01% |
| MeeshoRetailing | 0.98% | 0.77% |
| United BreweriesBeverages | 3.67% | 0.47% |
| Westlife FoodworldLeisure Services | 0.90% | 0.41% |
| Varun BeveragesBeverages | 3.38% | 0.21% |
| Brainbees SolutionsRetailing | 1.37% | 0.11% |
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.