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8 of 55 unique stocks in common · Jaccard: 14.5%
A weighted portfolio overlap of 23.53% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹23.53 is allocated to the exact same companies at the same relative proportions. The schemes share 8 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 4.20% in SBI Long Term Advantage Fund - Series VI and 3.89% in SBI Resurgent India Opportunities Scheme. Holding both schemes increases your concentration in Bharti Airtel 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 | in SBI Resurgent |
|---|---|---|
| Bharti AirtelTelecom - Services | 4.20% | 3.89% |
| Kotak Mahindra BankBanks | 4.02% | 3.84% |
| Hatsun Agro ProductFood Products | 3.25% | 4.75% |
| Sona BLW Precision ForgingsAuto Components | 3.00% | 3.82% |
| ICICI BankBanks | 3.78% | 2.69% |
| Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals | 2.95% | 2.48% |
| State Bank of IndiaBanks | 4.64% | 2.41% |
| Sanathan TextilesTextiles & Apparels | 2.79% | 1.97% |
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.