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13 of 116 unique stocks in common · Jaccard: 11.2%
A weighted portfolio overlap of 14.67% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.67 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 Krishna Institute Of Medical Sciences, which commands a weight of 2.13% in SBI MultiCap Fund and 2.50% in SBI Smallcap Fund. Holding both schemes increases your concentration in Krishna Institute Of Medical Sciences 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 MultiCap | in SBI Smallcap |
|---|---|---|
| Krishna Institute Of Medical SciencesHealthcare Services | 2.13% | 2.50% |
| K.P.R. MillTextiles & Apparels | 3.29% | 1.99% |
| Kalpataru Projects InternationalConstruction | 1.66% | 2.76% |
| Elgi EquipmentsIndustrial Products | 2.23% | 1.53% |
| Carborundum UniversalIndustrial Products | 1.56% | 1.36% |
| Aptus Value Housing Finance IndiaFinance | 1.20% | 1.36% |
| V-Guard IndustriesConsumer Durables | 1.05% | 1.39% |
| Muthoot FinanceFinance | 0.94% | 1.16% |
| Ttk PrestigeConsumer Durables | 1.12% | 0.84% |
| Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals | 0.79% | 1.98% |
| Archean Chemical IndustriesChemicals & Petrochemicals | 0.93% | 0.62% |
| Electronics Mart IndiaRetailing | 0.32% | 0.61% |
| Relaxo FootwearsConsumer Durables | 0.24% | 1.09% |
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.