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11 of 100 unique stocks in common · Jaccard: 11%
A weighted portfolio overlap of 36.88% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.88 is allocated to the exact same companies at the same relative proportions. The schemes share 11 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 9.92% in SBI Infrastructure Fund and 9.35% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund. Holding both schemes increases your concentration in Reliance Industries 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 |
|---|---|---|
| Reliance IndustriesPetroleum Products | 9.92% | 9.35% |
| Bharti AirtelTelecom - Services | 6.86% | 9.87% |
| Larsen & ToubroConstruction | 5.95% | 8.41% |
| NTPCPower | 3.63% | 3.22% |
| Ultratech CementCement & Cement Products | 2.87% | 2.39% |
| Adani Ports and Special Economic ZoneTransport Infrastructure | 4.52% | 2.34% |
| Bharat Heavy ElectricalsElectrical Equipment | 3.48% | 2.20% |
| Oil & Natural Gas CorporationOil | 3.32% | 1.81% |
| JSW EnergyPower | 2.36% | 1.16% |
| Torrent PowerPower | 3.55% | 0.98% |
| Elgi EquipmentsIndustrial Products | 1.20% | 0.62% |
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.