How much do Kotak Balanced Advantage Fund and SBI Multi Asset Allocation Fund overlap?

They share 25 common holdings, a weighted portfolio overlap of about 9.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 9.97% 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 Multi Asset Allocation Fund

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

Weighted portfolio overlap

9.97%

Low overlap

Common

106

Only Kotak

Only SBI

25 of 178 unique stocks in common · Jaccard: 14%

Common holdings

Stock	in Kotak	in SBI
ICICI BankBanks	3.79%	1.59%
Reliance IndustriesPetroleum Products	3.56%	1.24%
Kotak Mahindra BankBanks	1.12%	1.41%
HDFC BankBanks	2.97%	1.08%
ITCDiversified FMCG	0.90%	0.60%
Coromandel InternationalFertilizers & Agrochemicals	0.72%	0.58%
Axis BankBanks	1.37%	0.56%
Indus TowersTelecom - Services	0.51%	1.98%
State Bank of IndiaBanks	3.43%	0.50%
Mahindra Lifespace DevelopersRealty	0.40%	0.65%
Tech MahindraIT - Software	0.74%	0.38%
Oil & Natural Gas CorporationOil	0.35%	1.67%
Samvardhana Motherson InternationalAuto Components	0.32%	0.96%
Bharti AirtelTelecom - Services	2.28%	0.16%
Interglobe AviationTransport Services	1.16%	0.12%
United SpiritsBeverages	0.56%	0.12%
Bank of BarodaBanks	0.11%	0.57%
Punjab National BankBanks	0.08%	1.22%
InfosysIT - Software	0.05%	0.22%
Jubilant FoodworksLeisure Services	0.03%	0.15%
Tata SteelFerrous Metals	0.03%	0.22%
BioconPharmaceuticals & Biotechnology	0.01%	1.86%
GAIL (India)Gas	0.01%	2.10%
Steel Authority of IndiaFerrous Metals	0.01%	0.69%
UPLFertilizers & Agrochemicals	0.01%	1.15%

FAQ

How much do Kotak Balanced Advantage Fund and SBI Multi Asset Allocation Fund overlap?: They share 25 common holdings, a weighted portfolio overlap of about 9.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 9.97% 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.