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13 of 64 unique stocks in common · Jaccard: 20.3%
A weighted portfolio overlap of 27.08% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.08 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Divi's Laboratories, which commands a weight of 6.57% in SBI Healthcare Opportunities Fund and 4.95% in SBI MNC Fund. Holding both schemes increases your concentration in Divi's Laboratories 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 Healthcare | in SBI MNC |
|---|---|---|
| Divi's LaboratoriesPharmaceuticals & Biotechnology | 6.57% | 4.95% |
| BioconPharmaceuticals & Biotechnology | 3.52% | 3.25% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 11.03% | 2.97% |
| Anthem BiosciencesPharmaceuticals & Biotechnology | 3.00% | 2.76% |
| Aurobindo PharmaPharmaceuticals & Biotechnology | 3.90% | 2.68% |
| Aether IndustriesChemicals & Petrochemicals | 2.65% | 3.26% |
| CiplaPharmaceuticals & Biotechnology | 1.84% | 1.62% |
| Aster DM HealthcareHealthcare Services | 3.83% | 1.44% |
| Abbott IndiaPharmaceuticals & Biotechnology | 1.47% | 1.42% |
| Cohance LifesciencesPharmaceuticals & Biotechnology | 1.70% | 1.28% |
| Poly MedicureHealthcare Equipment & Supplies | 1.89% | 1.25% |
| LupinPharmaceuticals & Biotechnology | 1.99% | 0.75% |
| Global HealthHealthcare Services | 1.46% | 0.06% |
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.