How much do Franklin India Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 22.73% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.73% 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

Franklin India Balanced Advantage Fund vs SBI Equity Hybrid Fund

Franklin Templeton MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

22.73%

Moderate overlap

Common

Only Franklin

Only SBI

11 of 77 unique stocks in common · Jaccard: 14.3%

Common holdings

Stock	in Franklin	in SBI
ICICI BankBanks	4.85%	4.04%
Bharti AirtelTelecom - Services	4.29%	3.27%
State Bank of IndiaBanks	2.89%	3.79%
Larsen & ToubroConstruction	3.23%	2.50%
HDFC BankBanks	5.73%	2.39%
Reliance IndustriesPetroleum Products	3.77%	2.36%
InfosysIT - Software	1.72%	1.65%
Interglobe AviationTransport Services	1.19%	2.25%
NTPCPower	2.21%	0.88%
Asian PaintsConsumer Durables	0.87%	1.75%
Hindalco IndustriesNon - Ferrous Metals	0.69%	1.74%

FAQ

How much do Franklin India Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 22.73% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.73% 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.