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12 of 125 unique stocks in common · Jaccard: 9.6%
A weighted portfolio overlap of 14.57% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹14.57 is allocated to the exact same companies at the same relative proportions. The schemes share 12 common holdings.
The largest overlapping asset in their portfolios is Reliance Industries, which commands a weight of 3.19% in SBI MultiCap Fund and 9.35% in Tata Nifty500 Multicap Infrastructure 50-30-20 Index Fund. Holding both schemes increases your concentration in Reliance Industries 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 | in Tata |
|---|---|---|
| Reliance IndustriesPetroleum Products | 3.19% | 9.35% |
| Bharti AirtelTelecom - Services | 2.71% | 9.87% |
| Indus TowersTelecom - Services | 3.13% | 2.07% |
| Sona BLW Precision ForgingsAuto Components | 1.31% | 1.36% |
| Torrent PowerPower | 2.65% | 0.98% |
| Krishna Institute Of Medical SciencesHealthcare Services | 2.13% | 0.94% |
| JSW EnergyPower | 0.79% | 1.16% |
| Kalpataru Projects InternationalConstruction | 1.66% | 0.74% |
| Elgi EquipmentsIndustrial Products | 2.23% | 0.62% |
| Dalmia BharatCement & Cement Products | 2.37% | 0.50% |
| Grasim IndustriesCement & Cement Products | 0.43% | 2.09% |
| EIHLeisure Services | 1.41% | 0.29% |
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.