Loading fund overlap…
12 of 93 unique stocks in common · Jaccard: 12.9%
A weighted portfolio overlap of 24.58% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹24.58 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is HDFC Bank, which commands a weight of 7.18% in SBI Large and Midcap Fund and 4.42% in SBI Long Term Advantage Fund - Series VI. Holding both schemes increases your concentration in HDFC 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 Large | in SBI Long |
|---|---|---|
| HDFC BankBanks | 7.18% | 4.42% |
| Axis BankBanks | 3.30% | 4.71% |
| State Bank of IndiaBanks | 2.81% | 4.64% |
| ICICI BankBanks | 2.65% | 3.78% |
| BioconPharmaceuticals & Biotechnology | 2.17% | 2.58% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 2.05% | 3.81% |
| Ashok LeylandAgricultural, Commercial & Construction Vehicles | 2.21% | 1.87% |
| Colgate Palmolive (India)Personal Products | 2.17% | 1.81% |
| AIA EngineeringIndustrial Products | 1.20% | 2.03% |
| Jubilant FoodworksLeisure Services | 1.00% | 1.45% |
| DelhiveryTransport Services | 0.86% | 3.39% |
| Hatsun Agro ProductFood Products | 0.44% | 3.25% |
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.