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10 of 69 unique stocks in common · Jaccard: 14.5%
A weighted portfolio overlap of 21.41% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹21.41 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 Adani Energy Solutions, which commands a weight of 3.63% in SBI Equity Hybrid Fund and 3.79% in SBI Infrastructure Fund. Holding both schemes increases your concentration in Adani Energy Solutions 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 Equity | in SBI Infrastructure |
|---|---|---|
| Adani Energy SolutionsPower | 3.63% | 3.79% |
| Bharti AirtelTelecom - Services | 3.27% | 6.86% |
| Larsen & ToubroConstruction | 2.50% | 5.95% |
| Reliance IndustriesPetroleum Products | 2.36% | 9.92% |
| Solar Industries IndiaChemicals & Petrochemicals | 3.89% | 1.90% |
| Coal IndiaConsumable Fuels | 1.80% | 2.00% |
| Shree CementCement & Cement Products | 1.78% | 5.27% |
| JSW EnergyPower | 1.77% | 2.36% |
| Adani PowerPower | 4.03% | 1.52% |
| NTPCPower | 0.88% | 3.63% |
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.