How much do ICICI Prudential Retirement Fund - Hybrid Aggressive Plan and SBI Retirement Benefit Fund - Aggressive Hybrid Plan overlap?

They share 12 common holdings, a weighted portfolio overlap of about 16.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.13% 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 Retirement Fund - Hybrid Aggressive Plan vs SBI Retirement Benefit Fund - Aggressive Hybrid Plan

ICICI Pru MF · Solution-OrientedSBI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

16.13%

Low overlap

Common

Only ICICI

Only SBI

12 of 120 unique stocks in common · Jaccard: 10%

Common holdings

Stock	in ICICI	in SBI
HDFC BankBanks	2.37%	5.50%
Reliance IndustriesPetroleum Products	2.14%	4.36%
Larsen & ToubroConstruction	1.89%	3.51%
Kotak Mahindra BankBanks	1.66%	2.03%
Ultratech CementCement & Cement Products	1.65%	2.43%
Axis BankBanks	1.52%	2.38%
Pidilite IndustriesChemicals & Petrochemicals	1.18%	1.10%
Maruti Suzuki IndiaAutomobiles	0.96%	2.91%
State Bank of IndiaBanks	0.87%	2.93%
Interglobe AviationTransport Services	1.32%	0.81%
JSW CementCement & Cement Products	0.62%	1.66%
Divi's LaboratoriesPharmaceuticals & Biotechnology	0.54%	1.22%

FAQ

How much do ICICI Prudential Retirement Fund - Hybrid Aggressive Plan and SBI Retirement Benefit Fund - Aggressive Hybrid Plan overlap?: They share 12 common holdings, a weighted portfolio overlap of about 16.13% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.13% 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.