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18 of 39 unique stocks in common · Jaccard: 46.2%
A weighted portfolio overlap of 51.67% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹51.67 is allocated to the exact same companies at the same relative proportions. The schemes share 18 common holdings.
The largest overlapping asset in their portfolios is State Bank of India, which commands a weight of 4.63% in SBI Long Term Advantage Fund - Series V 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).
| Stock | in SBI Long Term Advantage Fund - Series V | in SBI Long Term Advantage Fund - Series VI |
|---|---|---|
| State Bank of IndiaBanks | 4.63% | 4.64% |
| HDFC BankBanks | 5.47% | 4.42% |
| ICICI BankBanks | 4.97% | 3.78% |
| DelhiveryTransport Services | 3.83% | 3.39% |
| Kotak Mahindra BankBanks | 3.26% | 4.02% |
| AstralIndustrial Products | 3.03% | 3.80% |
| Bank of BarodaBanks | 3.03% | 3.23% |
| Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals | 7.96% | 2.95% |
| Power Mech ProjectsConstruction | 2.82% | 3.01% |
| Sanathan TextilesTextiles & Apparels | 4.74% | 2.79% |
| Tata MotorsAgricultural, Commercial & Construction Vehicles | 2.68% | 3.81% |
| Sona BLW Precision ForgingsAuto Components | 2.57% | 3.00% |
| Aavas FinanciersFinance | 2.28% | 2.43% |
| Kansai Nerolac PaintsConsumer Durables | 2.21% | 2.27% |
| SBI Life Insurance CompanyInsurance | 2.07% | 2.20% |
| Grindwell NortonIndustrial Products | 3.94% | 2.02% |
| Aptus Value Housing Finance IndiaFinance | 2.21% | 1.97% |
| JSW CementCement & Cement Products | 2.93% | 1.77% |
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.