Loading fund overlap…
15 of 87 unique stocks in common · Jaccard: 17.2%
A weighted portfolio overlap of 36.74% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹36.74 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 HDFC Bank, which commands a weight of 10.53% in SBI Nifty 50 ETF and 5.89% in Tata Childrens Fund. Holding both schemes increases your concentration in HDFC Bank 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 |
|---|---|---|
| HDFC BankBanks | 10.53% | 5.89% |
| Reliance IndustriesPetroleum Products | 8.25% | 5.23% |
| ICICI BankBanks | 8.30% | 3.82% |
| Larsen & ToubroConstruction | 4.43% | 3.72% |
| Axis BankBanks | 3.41% | 3.23% |
| Kotak Mahindra BankBanks | 2.62% | 3.51% |
| InfosysIT - Software | 3.76% | 2.24% |
| ITCDiversified FMCG | 2.56% | 1.96% |
| Tata Consultancy ServicesIT - Software | 2.13% | 1.92% |
| Hindustan UnileverDiversified FMCG | 1.77% | 2.62% |
| Titan CompanyConsumer Durables | 1.55% | 3.22% |
| Tata Motors Passenger VehiclesAutomobiles | 0.76% | 1.20% |
| Dr. Reddy's LaboratoriesPharmaceuticals & Biotechnology | 0.73% | 2.38% |
| Tata Consumer ProductsAgricultural Food & Other Products | 0.71% | 2.51% |
| HDFC Life Insurance CompanyInsurance | 0.59% | 1.81% |
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.