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

They share 25 common holdings, a weighted portfolio overlap of about 21.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 21.47% 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 Multi Asset Allocation Fund vs SBI Balanced Advantage Fund

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

Weighted portfolio overlap

21.47%

Moderate overlap

Common

Only Kotak

Only SBI

25 of 124 unique stocks in common · Jaccard: 20.2%

Common holdings

Stock	in Kotak	in SBI
HDFC BankBanks	1.94%	4.04%
Indus TowersTelecom - Services	2.71%	1.53%
Reliance IndustriesPetroleum Products	1.45%	4.98%
Bank of BarodaBanks	1.54%	1.43%
Bharti AirtelTelecom - Services	1.44%	1.42%
ICICI BankBanks	1.41%	3.39%
ITCDiversified FMCG	3.03%	1.40%
Tech MahindraIT - Software	1.30%	2.00%
EternalRetailing	1.50%	1.23%
Bandhan BankBanks	2.21%	1.20%
Tata SteelFerrous Metals	1.04%	2.07%
Maruti Suzuki IndiaAutomobiles	2.87%	0.92%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.86%	0.99%
State Bank of IndiaBanks	3.24%	0.74%
Kotak Mahindra BankBanks	0.55%	1.01%
Oil & Natural Gas CorporationOil	0.48%	0.77%
Dabur IndiaPersonal Products	0.44%	0.64%
Life Insurance Corporation of IndiaInsurance	0.41%	0.49%
GAIL (India)Gas	0.39%	2.44%
WiproIT - Software	0.35%	0.35%
Hindalco IndustriesNon - Ferrous Metals	1.25%	0.25%
Tata Consultancy ServicesIT - Software	0.51%	0.24%
Hindustan UnileverDiversified FMCG	2.47%	0.22%
Shriram FinanceFinance	2.00%	0.16%
InfosysIT - Software	1.41%	0.11%

FAQ

How much do Kotak Multi Asset Allocation Fund and SBI Balanced Advantage Fund overlap?: They share 25 common holdings, a weighted portfolio overlap of about 21.47% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 21.47% 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.