How much do Aditya Birla Sun Life Small Cap Fund and SBI Smallcap Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 10.26% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.26% 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 Small Cap Fund vs SBI Smallcap Fund

Aditya Birla SL MF · Small CapSBI MF · Small Cap· as on May 2026

Weighted portfolio overlap

10.26%

Low overlap

Common

Only Aditya

Only SBI

12 of 143 unique stocks in common · Jaccard: 8.4%

Common holdings

Stock	in Aditya	in SBI
Navin Fluorine InternationalChemicals & Petrochemicals	2.99%	3.11%
Krishna Institute Of Medical SciencesHealthcare Services	1.49%	2.50%
Aptus Value Housing Finance IndiaFinance	1.08%	1.36%
Cholamandalam Financial HoldingsFinance	0.97%	1.66%
RBL BankBanks	1.38%	0.73%
MeeshoRetailing	1.52%	0.69%
Ather EnergyAutomobiles	0.65%	5.18%
K.P.R. MillTextiles & Apparels	0.64%	1.99%
Acutaas ChemicalsPharmaceuticals & Biotechnology	0.49%	0.31%
Manappuram FinanceFinance	1.64%	0.28%
Amagi Media LabsIT - Services	0.24%	0.55%
Chalet HotelsLeisure Services	0.20%	1.89%

FAQ

How much do Aditya Birla Sun Life Small Cap Fund and SBI Smallcap Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 10.26% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.26% 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.