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8 of 110 unique stocks in common · Jaccard: 7.3%
A weighted portfolio overlap of 13.45% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹13.45 is allocated to the exact same companies at the same relative proportions. The schemes share 8 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 9.87% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index 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% | 9.87% |
| Larsen & ToubroConstruction | 2.50% | 8.41% |
| Reliance IndustriesPetroleum Products | 2.36% | 9.35% |
| InterGlobe AviationTransport Services | 2.25% | 1.75% |
| JSW EnergyPower | 1.77% | 1.16% |
| NTPCPower | 0.88% | 3.22% |
| Max Healthcare InstituteHealthcare Services | 0.80% | 1.26% |
| Oberoi RealtyRealty | 0.91% | 0.73% |
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.