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

They share 23 common holdings, a weighted portfolio overlap of about 26.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 26.58% 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

Kotak Balanced Advantage Fund vs SBI Equity Hybrid Fund

Kotak MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

26.58%

Moderate overlap

Common

108

Only Kotak

Only SBI

23 of 151 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in Kotak	in SBI
ICICI BankBanks	3.79%	4.04%
State Bank of IndiaBanks	3.43%	3.79%
HDFC BankBanks	2.97%	2.39%
Reliance IndustriesPetroleum Products	3.56%	2.36%
Bharti AirtelTelecom - Services	2.28%	3.27%
Larsen & ToubroConstruction	2.15%	2.50%
Bajaj FinanceFinance	1.62%	2.49%
Solar Industries IndiaChemicals & Petrochemicals	1.55%	3.89%
Interglobe AviationTransport Services	1.16%	2.25%
Kotak Mahindra BankBanks	1.12%	3.20%
NTPCPower	0.82%	0.88%
Hindalco IndustriesNon - Ferrous Metals	0.80%	1.74%
ITCDiversified FMCG	0.90%	0.79%
Tata Consultancy ServicesIT - Software	0.68%	1.08%
Jindal Steel & PowerFerrous Metals	0.37%	1.01%
Coal IndiaConsumable Fuels	0.33%	1.80%
Asian PaintsConsumer Durables	0.26%	1.75%
JSW EnergyPower	0.26%	1.77%
Oberoi RealtyRealty	0.14%	0.91%
DLFRealty	0.11%	0.91%
Varun BeveragesBeverages	0.10%	0.21%
InfosysIT - Software	0.05%	1.65%
AstralIndustrial Products	0.02%	1.00%

FAQ

How much do Kotak Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?: They share 23 common holdings, a weighted portfolio overlap of about 26.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 26.58% 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.