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17 of 86 unique stocks in common · Jaccard: 19.8%
A weighted portfolio overlap of 28.62% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹28.62 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is Axis Bank, which commands a weight of 4.49% in SBI Flexicap Fund and 4.71% in SBI Long Term Advantage Fund - Series VI. Holding both schemes increases your concentration in Axis 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 Flexicap | in SBI Long |
|---|---|---|
| Axis BankBanks | 4.49% | 4.71% |
| HDFC BankBanks | 4.24% | 4.42% |
| Larsen & ToubroConstruction | 4.04% | 4.52% |
| ICICI BankBanks | 5.50% | 3.78% |
| State Bank of IndiaBanks | 2.15% | 4.64% |
| BioconPharmaceuticals & Biotechnology | 1.34% | 2.58% |
| AIA EngineeringIndustrial Products | 1.10% | 2.03% |
| Bharti AirtelTelecom - Services | 0.99% | 4.20% |
| Kotak Mahindra BankBanks | 0.99% | 4.02% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 0.92% | 1.87% |
| Aavas FinanciersFinance | 0.85% | 2.43% |
| Aptus Value Housing Finance IndiaFinance | 0.82% | 1.97% |
| Jubilant FoodworksLeisure Services | 0.72% | 1.45% |
| Sona BLW Precision ForgingsAuto Components | 0.72% | 3.00% |
| Power Mech ProjectsConstruction | 0.63% | 3.01% |
| JSW CementCement & Cement Products | 0.51% | 1.77% |
| Grindwell NortonIndustrial Products | 0.33% | 2.02% |
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.