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15 of 68 unique stocks in common · Jaccard: 22.1%
A weighted portfolio overlap of 20.71% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹20.71 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Infosys, which commands a weight of 3.76% in SBI Nifty 50 ETF and 3.04% in SBI Quant Fund. 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 | in SBI Quant |
|---|---|---|
| InfosysIT - Software | 3.76% | 3.04% |
| Bajaj FinanceFinance | 2.25% | 3.70% |
| HDFC BankBanks | 10.53% | 2.21% |
| Tata Consultancy ServicesIT - Software | 2.13% | 4.69% |
| Hindustan UnileverDiversified FMCG | 1.77% | 2.36% |
| Axis BankBanks | 3.41% | 1.36% |
| Shriram FinanceFinance | 1.23% | 5.68% |
| Bajaj AutoAutomobiles | 1.07% | 5.07% |
| Coal IndiaConsumable Fuels | 0.96% | 5.59% |
| Oil & Natural Gas CorporationOil | 0.95% | 3.40% |
| Nestle IndiaFood Products | 0.94% | 4.08% |
| Tech MahindraIT - Software | 0.87% | 5.08% |
| ICICI BankBanks | 8.30% | 0.73% |
| Reliance IndustriesPetroleum Products | 8.25% | 0.65% |
| NTPCPower | 1.70% | 0.55% |
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.