How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and SBI Balanced Advantage Fund overlap?

They share 33 common holdings, a weighted portfolio overlap of about 31.28% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.28% 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 Equity Hybrid '95 Fund vs SBI Balanced Advantage Fund

Aditya Birla SL MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

31.28%

Moderate overlap

Common

Only Aditya

Only SBI

33 of 137 unique stocks in common · Jaccard: 24.1%

Common holdings

Stock	in Aditya	in SBI
Reliance IndustriesPetroleum Products	4.25%	4.98%
HDFC BankBanks	5.19%	4.04%
ICICI BankBanks	5.95%	3.39%
Larsen & ToubroConstruction	2.35%	2.91%
Axis BankBanks	2.66%	1.91%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	1.89%	1.65%
Mahindra & MahindraAutomobiles	1.96%	1.64%
Bharti AirtelTelecom - Services	3.13%	1.42%
EternalRetailing	1.24%	1.23%
Kotak Mahindra BankBanks	1.76%	1.01%
Tech MahindraIT - Software	0.99%	2.00%
Cholamandalam Investment and Finance CompanyFinance	0.85%	0.93%
Maruti Suzuki IndiaAutomobiles	0.76%	0.92%
MeeshoRetailing	0.86%	0.75%
State Bank of IndiaBanks	2.88%	0.74%
United SpiritsBeverages	1.11%	0.71%
Sona BLW Precision ForgingsAuto Components	0.71%	0.58%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.49%	0.99%
ITCDiversified FMCG	0.44%	1.40%
Titan CompanyConsumer Durables	0.97%	0.41%
Bajaj FinservFinance	0.37%	0.48%
ICICI Lombard General Insurance CompanyInsurance	0.56%	0.27%
Hindalco IndustriesNon - Ferrous Metals	1.52%	0.25%
Container Corporation of IndiaTransport Services	0.29%	0.16%
Shriram FinanceFinance	0.62%	0.16%
Hindustan Petroleum CorporationPetroleum Products	0.26%	0.14%
SBI Life Insurance CompanyInsurance	0.36%	0.13%
InfosysIT - Software	2.42%	0.11%
Tube Investments of IndiaAuto Components	0.46%	0.03%
Bharat ElectronicsAerospace & Defense	1.14%	0.02%
Jindal Steel & PowerFerrous Metals	0.43%	0.02%
CoforgeIT - Software	0.80%	0.01%
Tata Consumer ProductsAgricultural Food & Other Products	1.07%	0.01%

FAQ

How much do Aditya Birla Sun Life Equity Hybrid '95 Fund and SBI Balanced Advantage Fund overlap?: They share 33 common holdings, a weighted portfolio overlap of about 31.28% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.28% 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.