How much do Nippon India Quant Fund and SBI Quant Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 24.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 24.42% 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 Quant Fund vs SBI Quant Fund

Nippon India MF · Smart-Beta / FactorSBI MF · Smart-Beta / Factor· as on May 2026

Weighted portfolio overlap

24.42%

Moderate overlap

Common

Only Nippon

Only SBI

12 of 56 unique stocks in common · Jaccard: 21.4%

Common holdings

Stock	in Nippon	in SBI
Tata Consultancy ServicesIT - Software	4.06%	4.69%
Bajaj AutoAutomobiles	3.27%	5.07%
Coal IndiaConsumable Fuels	2.67%	5.59%
Power Finance CorporationFinance	2.66%	4.44%
HDFC BankBanks	7.48%	2.21%
NMDCMinerals & Mining	2.10%	2.60%
Aurobindo PharmaPharmaceuticals & Biotechnology	1.92%	2.67%
InfosysIT - Software	1.80%	3.04%
Oil & Natural Gas CorporationOil	1.80%	3.40%
ICICI BankBanks	7.19%	0.73%
Reliance IndustriesPetroleum Products	4.10%	0.65%
NTPCPower	3.46%	0.55%

FAQ

How much do Nippon India Quant Fund and SBI Quant Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 24.42% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 24.42% 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.