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5 of 55 unique stocks in common · Jaccard: 9.1%
A weighted portfolio overlap of 8.45% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹8.45 is allocated to the exact same companies at the same relative proportions. The schemes share 5 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.76% in SBI Nifty 50 ETF and 26.99% in SBI Nifty IT ETF. Holding both schemes increases your concentration in Infosys 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 Nifty 50 | in SBI Nifty IT |
|---|---|---|
| InfosysIT - Software | 3.76% | 26.99% |
| Tata Consultancy ServicesIT - Software | 2.13% | 19.65% |
| HCL TechnologiesIT - Software | 1.15% | 10.64% |
| Tech MahindraIT - Software | 0.87% | 11.41% |
| WiproIT - Software | 0.54% | 7.07% |
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.