How much do ICICI Prudential Energy Opportunities Fund and SBI Energy Opportunities Fund overlap?

They share 24 common holdings, a weighted portfolio overlap of about 40.05% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 40.05% 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 Energy Opportunities Fund vs SBI Energy Opportunities Fund

ICICI Pru MF · Sectoral / ThematicSBI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

40.05%

Moderate overlap

Common

Only ICICI

Only SBI

24 of 78 unique stocks in common · Jaccard: 30.8%

Common holdings

Stock	in ICICI	in SBI
Reliance IndustriesPetroleum Products	9.24%	7.85%
Oil & Natural Gas CorporationOil	6.64%	7.24%
NTPCPower	7.45%	4.89%
Gujarat GasGas	2.49%	8.47%
Kalpataru Projects InternationalConstruction	2.41%	5.87%
Indian Oil CorporationPetroleum Products	2.23%	2.78%
Bharat Petroleum CorporationPetroleum Products	2.14%	4.07%
PowericaElectrical Equipment	1.46%	1.49%
ThermaxElectrical Equipment	1.05%	5.50%
Adani Energy SolutionsPower	1.02%	1.36%
Power Grid Corporation of IndiaPower	1.92%	0.98%
NHPCPower	1.41%	0.97%
CESCPower	0.97%	2.48%
GAIL (India)Gas	0.74%	6.91%
RECFinance	0.68%	1.64%
SiemensElectrical Equipment	0.67%	0.73%
Honeywell Automation IndiaIndustrial Manufacturing	0.58%	3.04%
Indian Energy ExchangeCapital Markets	0.52%	0.82%
Petronet LNGGas	0.51%	4.02%
Indraprastha GasGas	0.48%	2.02%
Inox IndiaIndustrial Products	1.33%	0.34%
Adani PowerPower	0.20%	0.51%
Chemplast SanmarChemicals & Petrochemicals	0.54%	0.16%
Oil IndiaOil	3.90%	0.07%

FAQ

How much do ICICI Prudential Energy Opportunities Fund and SBI Energy Opportunities Fund overlap?: They share 24 common holdings, a weighted portfolio overlap of about 40.05% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 40.05% 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.