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17 of 37 unique stocks in common · Jaccard: 45.9%
A weighted portfolio overlap of 51.96% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹51.96 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 6.90% in SBI Long Term Advantage Fund - Series IV and 4.97% in SBI Long Term Advantage Fund - Series V. 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 Long Term Advantage Fund - Series IV | in SBI Long Term Advantage Fund - Series V |
|---|---|---|
| ICICI BankBanks | 6.90% | 4.97% |
| Eicher MotorsAutomobiles | 4.50% | 4.05% |
| State Bank of IndiaBanks | 4.04% | 4.63% |
| DelhiveryTransport Services | 4.02% | 3.83% |
| Kotak Mahindra BankBanks | 3.22% | 3.26% |
| Navin Fluorine InternationalChemicals & Petrochemicals | 3.36% | 3.22% |
| InfosysIT - Software | 3.85% | 3.16% |
| Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology | 3.29% | 3.05% |
| Bank of BarodaBanks | 3.51% | 3.03% |
| Muthoot FinanceFinance | 2.97% | 4.37% |
| Bajaj FinanceFinance | 6.65% | 2.82% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 3.37% | 2.68% |
| JSW CementCement & Cement Products | 2.31% | 2.93% |
| Aavas FinanciersFinance | 2.81% | 2.28% |
| Aptus Value Housing Finance IndiaFinance | 2.31% | 2.21% |
| Kansai Nerolac PaintsConsumer Durables | 2.28% | 2.21% |
| SBI Life Insurance CompanyInsurance | 1.91% | 2.07% |
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.