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10 of 69 unique stocks in common · Jaccard: 14.5%
A weighted portfolio overlap of 26.58% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹26.58 is allocated to the exact same companies at the same relative proportions. The schemes share 10 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 6.86% in SBI Infrastructure Fund and 5.76% in Tata Large Cap 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 | 6.86% | 5.76% |
| Reliance IndustriesPetroleum Products | 9.92% | 5.17% |
| Larsen & ToubroConstruction | 5.95% | 3.54% |
| Adani Energy SolutionsPower | 3.79% | 2.98% |
| JSW SteelFerrous Metals | 2.13% | 2.05% |
| NTPCPower | 3.63% | 1.88% |
| Bharat Heavy ElectricalsElectrical Equipment | 3.48% | 1.55% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.52% | 1.48% |
| JSW CementCement & Cement Products | 1.35% | 1.66% |
| SiemensElectrical Equipment | 4.01% | 0.82% |
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.