How much do Nippon India Banking & Financial Services Fund and SBI Banking And Financial Services Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 40.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 40.58% 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

Nippon India Banking & Financial Services Fund vs SBI Banking And Financial Services Fund

Nippon India MF · Sectoral / ThematicSBI MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

40.58%

Moderate overlap

Common

Only Nippon

Only SBI

9 of 53 unique stocks in common · Jaccard: 17%

Common holdings

Stock	in Nippon	in SBI
ICICI BankBanks	16.43%	12.80%
Axis BankBanks	9.34%	6.21%
State Bank of IndiaBanks	6.20%	8.67%
HDFC BankBanks	18.28%	5.90%
SBI Life Insurance CompanyInsurance	3.67%	2.74%
ICICI Prudential Life Insurance CompanyInsurance	2.79%	2.20%
Bajaj FinservFinance	1.96%	2.43%
Cholamandalam Financial HoldingsFinance	2.23%	1.65%
LIC Housing FinanceFinance	2.35%	0.92%

FAQ

How much do Nippon India Banking & Financial Services Fund and SBI Banking And Financial Services Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 40.58% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 40.58% 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.