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17 of 73 unique stocks in common · Jaccard: 23.3%
A weighted portfolio overlap of 48.7% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹48.7 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.66% in SBI Large Cap Fund and 7.77% in Sundaram Large Cap Fund. Holding both schemes increases your concentration in ICICI 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 | in Sundaram |
|---|---|---|
| ICICI BankBanks | 8.66% | 7.77% |
| HDFC BankBanks | 7.78% | 5.73% |
| State Bank of IndiaBanks | 3.67% | 5.36% |
| InfosysIT - Software | 3.66% | 3.74% |
| Kotak Mahindra BankBanks | 3.65% | 3.95% |
| Reliance IndustriesPetroleum Products | 3.59% | 4.27% |
| Larsen & ToubroConstruction | 5.43% | 3.53% |
| Axis BankBanks | 3.24% | 5.93% |
| Cholamandalam Investment and Finance CompanyFinance | 2.22% | 2.51% |
| Avenue SupermartsRetailing | 2.18% | 3.28% |
| Bharti AirtelTelecom - Services | 2.10% | 6.22% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 1.98% | 2.00% |
| Tech MahindraIT - Software | 1.92% | 3.18% |
| Interglobe AviationTransport Services | 1.04% | 2.42% |
| PI IndustriesFertilizers & Agrochemicals | 0.98% | 1.80% |
| ICICI Lombard General Insurance CompanyInsurance | 0.73% | 2.86% |
| Ultratech CementCement & Cement Products | 0.72% | 2.38% |
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 Aug 2026). Equity holdings only, ISIN-verified. Not investment advice.