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

They share 31 common holdings, a weighted portfolio overlap of about 31.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 31.52% 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 Equity Hybrid Fund vs SBI Balanced Advantage Fund

Nippon India MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

31.52%

Moderate overlap

Common

Only Nippon

Only SBI

31 of 117 unique stocks in common · Jaccard: 26.5%

Common holdings

Stock	in Nippon	in SBI
Reliance IndustriesPetroleum Products	4.19%	4.98%
HDFC BankBanks	5.10%	4.04%
ICICI BankBanks	5.13%	3.39%
Larsen & ToubroConstruction	3.62%	2.91%
Axis BankBanks	3.09%	1.91%
Sun Pharmaceutical IndustriesPharmaceuticals & Biotechnology	2.98%	1.65%
Mahindra & MahindraAutomobiles	1.44%	1.64%
Bharti AirtelTelecom - Services	2.57%	1.42%
ITCDiversified FMCG	1.67%	1.40%
Tata SteelFerrous Metals	1.21%	2.07%
HCL TechnologiesIT - Software	1.03%	1.26%
State Bank of IndiaBanks	2.58%	0.74%
United SpiritsBeverages	0.72%	0.71%
DLFRealty	0.91%	0.67%
EternalRetailing	0.60%	1.23%
Bharat Petroleum CorporationPetroleum Products	0.52%	0.52%
Tata Motors Passenger VehiclesAutomobiles	0.43%	2.19%
CESCPower	0.42%	1.66%
DelhiveryTransport Services	0.41%	0.67%
Tata Power CompanyPower	0.64%	0.41%
Tech MahindraIT - Software	0.39%	2.00%
ICICI Lombard General Insurance CompanyInsurance	0.63%	0.27%
Coal IndiaConsumable Fuels	0.90%	0.25%
Tata Consultancy ServicesIT - Software	0.39%	0.24%
Hindustan UnileverDiversified FMCG	1.29%	0.22%
CiplaPharmaceuticals & Biotechnology	0.21%	0.74%
LupinPharmaceuticals & Biotechnology	1.10%	0.16%
SBI Life Insurance CompanyInsurance	0.98%	0.13%
InfosysIT - Software	2.94%	0.11%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.33%	0.02%
Jindal Steel & PowerFerrous Metals	1.80%	0.02%

FAQ

How much do Nippon India Equity Hybrid Fund and SBI Balanced Advantage Fund overlap?: They share 31 common holdings, a weighted portfolio overlap of about 31.52% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 31.52% 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.