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18 of 74 unique stocks in common · Jaccard: 24.3%
A weighted portfolio overlap of 50.28% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹50.28 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.11% in SBI ESG Exclusionary Strategy Fund and 7.71% in SBI Large Cap Fund. Holding both schemes increases your concentration in ICICI Bank 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 ESG | in SBI Large |
|---|---|---|
| ICICI BankBanks | 8.11% | 7.71% |
| HDFC BankBanks | 7.65% | 8.42% |
| Larsen & ToubroConstruction | 4.82% | 5.64% |
| InfosysIT - Software | 4.66% | 3.86% |
| State Bank of IndiaBanks | 3.67% | 3.44% |
| Axis BankBanks | 5.06% | 3.30% |
| Asian PaintsConsumer Durables | 3.05% | 4.14% |
| Kotak Mahindra BankBanks | 3.78% | 2.80% |
| Reliance IndustriesPetroleum Products | 2.53% | 6.05% |
| ThermaxElectrical Equipment | 2.28% | 2.70% |
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 1.65% | 2.53% |
| Page IndustriesTextiles & Apparels | 1.38% | 2.26% |
| Mankind PharmaPharmaceuticals & Biotechnology | 1.13% | 1.81% |
| Sona BLW Precision ForgingsAuto Components | 1.32% | 1.13% |
| Schaeffler IndiaAuto Components | 1.46% | 1.01% |
| ICICI Prudential Life Insurance CompanyInsurance | 1.30% | 0.95% |
| Britannia IndustriesFood Products | 1.34% | 0.85% |
| Ultratech CementCement & Cement Products | 3.30% | 0.74% |
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.