Loading fund overlap…
6 of 62 unique stocks in common · Jaccard: 9.7%
A weighted portfolio overlap of 12.44% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹12.44 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 6.86% in SBI Infrastructure Fund and 3.89% in SBI Resurgent India Opportunities Scheme. 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 Infrastructure | in SBI Resurgent |
|---|---|---|
| Bharti AirtelTelecom - Services | 6.86% | 3.89% |
| JSW SteelFerrous Metals | 2.13% | 3.10% |
| PowericaElectrical Equipment | 2.13% | 3.86% |
| KalpataruRealty | 1.72% | 3.29% |
| Carborundum UniversalIndustrial Products | 1.44% | 3.38% |
| Adani EnterprisesMetals & Minerals Trading | 1.13% | 4.61% |
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.