How much do DSP Aggressive Hybrid Fund and SBI Balanced Advantage Fund overlap?

They share 24 common holdings, a weighted portfolio overlap of about 21.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.44% 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

DSP Aggressive Hybrid Fund vs SBI Balanced Advantage Fund

DSP MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

21.44%

Moderate overlap

Common

Only DSP

Only SBI

24 of 103 unique stocks in common · Jaccard: 23.3%

Common holdings

Stock	in DSP	in SBI
HDFC BankBanks	8.43%	4.04%
ICICI BankBanks	5.94%	3.39%
Axis BankBanks	3.81%	1.91%
Mahindra & MahindraAutomobiles	3.58%	1.64%
ITCDiversified FMCG	4.12%	1.40%
Bharti AirtelTelecom - Services	1.25%	1.42%
Indus TowersTelecom - Services	1.13%	1.53%
Kotak Mahindra BankBanks	3.90%	1.01%
Asian PaintsConsumer Durables	0.99%	1.15%
Maruti Suzuki IndiaAutomobiles	1.54%	0.92%
CiplaPharmaceuticals & Biotechnology	4.18%	0.74%
State Bank of IndiaBanks	0.63%	0.74%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.44%	0.99%
Petronet LNGGas	1.17%	0.35%
Indian Oil CorporationPetroleum Products	0.30%	0.97%
Bharat Petroleum CorporationPetroleum Products	0.28%	0.52%
ICICI Lombard General Insurance CompanyInsurance	1.06%	0.27%
Alkem LaboratoriesPharmaceuticals & Biotechnology	1.35%	0.24%
Hindustan Petroleum CorporationPetroleum Products	0.31%	0.14%
SBI Life Insurance CompanyInsurance	2.55%	0.13%
InfosysIT - Software	2.22%	0.11%
Syngene InternationalHealthcare Services	1.18%	0.08%
Cohance LifesciencesPharmaceuticals & Biotechnology	1.05%	0.03%
HDFC Life Insurance CompanyInsurance	1.60%	0.02%

FAQ

How much do DSP Aggressive Hybrid Fund and SBI Balanced Advantage Fund overlap?: They share 24 common holdings, a weighted portfolio overlap of about 21.44% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.44% 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.