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9 of 67 unique stocks in common · Jaccard: 13.4%
A weighted portfolio overlap of 13.85% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.85 is allocated to the exact same companies at the same relative proportions. The schemes share 9 common holdings.
The largest overlapping asset in their portfolios is Muthoot Finance, which commands a weight of 2.79% in SBI Equity Hybrid Fund and 2.69% in SBI Quant Fund. Holding both schemes increases your concentration in Muthoot Finance 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 Quant |
|---|---|---|
| Muthoot FinanceFinance | 2.79% | 2.69% |
| Bajaj FinanceFinance | 2.49% | 3.70% |
| HDFC BankBanks | 2.39% | 2.21% |
| Coal IndiaConsumable Fuels | 1.80% | 5.59% |
| InfosysIT - Software | 1.65% | 3.04% |
| Tata Consultancy ServicesIT - Software | 1.08% | 4.69% |
| ICICI BankBanks | 4.04% | 0.73% |
| Reliance IndustriesPetroleum Products | 2.36% | 0.65% |
| NTPCPower | 0.88% | 0.55% |
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.