How much do ICICI Prudential Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?

They share 21 common holdings, a weighted portfolio overlap of about 22.98% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.98% 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

ICICI Prudential Balanced Advantage Fund vs SBI Equity Hybrid Fund

ICICI Pru MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

22.98%

Moderate overlap

Common

Only ICICI

Only SBI

21 of 124 unique stocks in common · Jaccard: 16.9%

Common holdings

Stock	in ICICI	in SBI
ICICI BankBanks	3.82%	4.04%
Larsen & ToubroConstruction	2.42%	2.50%
HDFC BankBanks	3.52%	2.39%
Reliance IndustriesPetroleum Products	3.02%	2.36%
State Bank of IndiaBanks	1.78%	3.79%
InfosysIT - Software	2.83%	1.65%
Interglobe AviationTransport Services	1.47%	2.25%
Bharti AirtelTelecom - Services	1.28%	3.27%
Kotak Mahindra BankBanks	1.26%	3.20%
Avenue SupermartsRetailing	1.16%	1.59%
NTPCPower	1.24%	0.88%
Tata Consultancy ServicesIT - Software	0.59%	1.08%
Asian PaintsConsumer Durables	0.36%	1.75%
Samvardhana Motherson InternationalAuto Components	0.35%	0.47%
Bajaj FinanceFinance	0.34%	2.49%
ITCDiversified FMCG	0.22%	0.79%
Divi's LaboratoriesPharmaceuticals & Biotechnology	0.19%	2.62%
Hindalco IndustriesNon - Ferrous Metals	0.16%	1.74%
Shree CementsCement & Cement Products	0.15%	1.78%
Jindal Steel & PowerFerrous Metals	0.11%	1.01%
Lenskart SolutionsRetailing	0.03%	1.43%

FAQ

How much do ICICI Prudential Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?: They share 21 common holdings, a weighted portfolio overlap of about 22.98% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.98% 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.