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6 of 87 unique stocks in common · Jaccard: 6.9%
A weighted portfolio overlap of 7.86% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹7.86 is allocated to the exact same companies at the same relative proportions. The schemes share 6 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 3.27% in SBI Equity Hybrid Fund and 4.86% in Tata Digital India 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 | in Tata |
|---|---|---|
| Bharti AirtelTelecom - Services | 3.27% | 4.86% |
| InfosysIT - Software | 1.65% | 16.88% |
| Tata Consultancy ServicesIT - Software | 1.08% | 10.03% |
| Adani Energy SolutionsPower | 3.63% | 1.02% |
| SwiggyRetailing | 0.71% | 1.33% |
| MeeshoRetailing | 0.77% | 0.13% |
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.