How much do SBI Long Term Advantage Fund - Series IV and SBI Long Term Advantage Fund - Series VI overlap?

They share 13 common holdings, a weighted portfolio overlap of about 35.02% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 35.02% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

SBI Long Term Advantage Fund - Series IV vs SBI Long Term Advantage Fund - Series VI

SBI MF · Equity (Diversified)SBI MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

35.02%

Moderate overlap

Common

Only SBI Long Term Advantage Fund - Series IV

Only SBI Long Term Advantage Fund - Series VI

13 of 46 unique stocks in common · Jaccard: 28.3%

Overlap Analysis & Diversification Assessment

A weighted portfolio overlap of 35.02% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹35.02 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.

The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 4.04% in SBI Long Term Advantage Fund - Series IV and 4.64% in SBI Long Term Advantage Fund - Series VI. Holding both schemes increases your concentration in State Bank of India 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).

Common holdings

Stock	in SBI Long Term Advantage Fund - Series IV	in SBI Long Term Advantage Fund - Series VI
State Bank of IndiaBanks	4.04%	4.64%
ICICI BankBanks	6.90%	3.78%
DelhiveryTransport Services	4.02%	3.39%
Tata MotorsAgricultural, Commercial & Construction Vehicles	3.37%	3.81%
Bank of BarodaBanks	3.51%	3.23%
Kotak Mahindra BankBanks	3.22%	4.02%
Aavas FinanciersFinance	2.81%	2.43%
Kansai Nerolac PaintsConsumer Durables	2.28%	2.27%
Aptus Value Housing Finance IndiaFinance	2.31%	1.97%
SBI Life Insurance CompanyInsurance	1.91%	2.20%
Ashok LeylandAgricultural, Commercial & Construction Vehicles	2.03%	1.87%
Afcons InfrastructureConstruction	1.77%	1.77%
JSW CementCement & Cement Products	2.31%	1.77%

FAQ

How much do SBI Long Term Advantage Fund - Series IV and SBI Long Term Advantage Fund - Series VI overlap?: They share 13 common holdings, a weighted portfolio overlap of about 35.02% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 35.02% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.