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

They share 13 common holdings, a weighted portfolio overlap of about 23.19% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.19% 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 - Pure Equity Plan vs SBI Retirement Benefit Fund - Aggressive Plan

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

Weighted portfolio overlap

23.19%

Moderate overlap

Common

Only ICICI

Only SBI

13 of 135 unique stocks in common · Jaccard: 9.6%

Common holdings

Stock	in ICICI	in SBI
HDFC BankBanks	5.74%	6.58%
Reliance IndustriesPetroleum Products	4.14%	5.42%
ICICI BankBanks	2.38%	5.47%
Larsen & ToubroConstruction	2.06%	4.28%
Ultratech CementCement & Cement Products	1.90%	2.77%
ABB IndiaElectrical Equipment	2.26%	1.62%
The Indian Hotels CompanyLeisure Services	1.21%	1.31%
Pidilite IndustriesChemicals & Petrochemicals	1.02%	1.33%
Interglobe AviationTransport Services	0.95%	1.00%
InfosysIT - Software	0.66%	2.76%
ThermaxElectrical Equipment	0.62%	1.76%
Godrej PropertiesRealty	0.56%	1.20%
VoltasConsumer Durables	0.32%	1.10%

FAQ

How much do ICICI Prudential Retirement Fund - Pure Equity Plan and SBI Retirement Benefit Fund - Aggressive Plan overlap?: They share 13 common holdings, a weighted portfolio overlap of about 23.19% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.19% 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.