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12 of 58 unique stocks in common · Jaccard: 20.7%
A weighted portfolio overlap of 29.05% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹29.05 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 7.85% in SBI Energy Opportunities Fund and 9.92% in SBI Infrastructure Fund. 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 Energy | in SBI Infrastructure |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.85% | 9.92% |
| NTPCPower | 4.89% | 3.63% |
| Torrent PowerPower | 3.64% | 3.55% |
| Oil & Natural Gas CorporationOil | 7.24% | 3.32% |
| JSW EnergyPower | 4.06% | 2.36% |
| Power Finance CorporationFinance | 2.05% | 1.79% |
| PowericaElectrical Equipment | 1.49% | 2.13% |
| GAIL (India)Gas | 6.91% | 1.37% |
| Adani Energy SolutionsPower | 1.36% | 3.79% |
| Adani EnterprisesMetals & Minerals Trading | 1.09% | 1.13% |
| SiemensElectrical Equipment | 0.73% | 4.01% |
| Adani PowerPower | 0.51% | 1.52% |
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.