How much do Kotak Multi Asset Allocation Fund and SBI Equity Hybrid Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 17.9% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.9% 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 Equity Hybrid Fund

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

Weighted portfolio overlap

17.9%

Low overlap

Common

Only Kotak

Only SBI

14 of 91 unique stocks in common · Jaccard: 15.4%

Common holdings

Stock	in Kotak	in SBI
State Bank of IndiaBanks	3.73%	3.79%
HDFC BankBanks	2.09%	2.39%
Reliance IndustriesPetroleum Products	1.63%	2.36%
Bharti AirtelTelecom - Services	1.54%	3.27%
InfosysIT - Software	1.49%	1.65%
ICICI BankBanks	1.47%	4.04%
Hindalco IndustriesNon - Ferrous Metals	1.20%	1.74%
Kotak Mahindra BankBanks	1.00%	3.20%
NTPCPower	3.52%	0.88%
ITCDiversified FMCG	3.45%	0.79%
SwiggyRetailing	0.91%	0.71%
Tata Consultancy ServicesIT - Software	0.58%	1.08%
United BreweriesBeverages	1.07%	0.47%
Interglobe AviationTransport Services	0.32%	2.25%

FAQ

How much do Kotak Multi Asset Allocation Fund and SBI Equity Hybrid Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 17.9% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.9% 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.