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15 of 94 unique stocks in common · Jaccard: 16%
A weighted portfolio overlap of 22.16% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹22.16 is allocated to the exact same companies at the same relative proportions. The schemes share 15 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 9.35% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index 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 | in Tata |
|---|---|---|
| Reliance IndustriesPetroleum Products | 7.85% | 9.35% |
| NTPCPower | 4.89% | 3.22% |
| Oil & Natural Gas CorporationOil | 7.24% | 1.81% |
| Tube Investments of IndiaAuto Components | 1.60% | 1.21% |
| JSW EnergyPower | 4.06% | 1.16% |
| Bharat Petroleum CorporationPetroleum Products | 4.07% | 1.06% |
| Power Grid Corporation of IndiaPower | 0.98% | 2.31% |
| Torrent PowerPower | 3.64% | 0.98% |
| NHPCPower | 0.97% | 0.90% |
| Kalpataru Projects InternationalConstruction | 5.87% | 0.74% |
| Petronet LNGGas | 4.02% | 0.73% |
| CESCPower | 2.48% | 0.57% |
| Indraprastha GasGas | 2.02% | 0.56% |
| KEC InternationalConstruction | 0.50% | 0.32% |
| Oil IndiaOil | 0.07% | 0.94% |
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.