How much do Aditya Birla Sun Life Dividend Yield Fund and SBI Dividend Yield Fund overlap?

They share 16 common holdings, a weighted portfolio overlap of about 21.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.95% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Aditya Birla Sun Life Dividend Yield Fund vs SBI Dividend Yield Fund

Aditya Birla SL MF · Dividend YieldSBI MF · Dividend Yield· as on May 2026

Weighted portfolio overlap

21.95%

Moderate overlap

Common

Only Aditya

Only SBI

16 of 86 unique stocks in common · Jaccard: 18.6%

Common holdings

Stock	in Aditya	in SBI
State Bank of IndiaBanks	4.87%	4.20%
InfosysIT - Software	3.71%	3.00%
Axis BankBanks	2.79%	2.17%
Tata Consultancy ServicesIT - Software	2.07%	3.06%
Tech MahindraIT - Software	3.51%	1.95%
NTPCPower	5.23%	1.61%
Britannia IndustriesFood Products	2.40%	1.35%
Oil & Natural Gas CorporationOil	1.26%	2.63%
GAIL (India)Gas	1.18%	2.97%
CESCPower	1.02%	2.08%
Sanofi Consumer HealthcarePharmaceuticals & Biotechnology	0.63%	1.05%
VedantaDiversified Metals	1.18%	0.61%
Vedanta Aluminium MetalNon - Ferrous Metals	1.60%	0.41%
Malco EnergyOil	0.27%	0.41%
Talwandi Sabo PowerPower	0.16%	0.41%
Vedanta Iron And SteelFerrous Metals	0.08%	0.41%

FAQ

How much do Aditya Birla Sun Life Dividend Yield Fund and SBI Dividend Yield Fund overlap?: They share 16 common holdings, a weighted portfolio overlap of about 21.95% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.95% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.