How much do Nippon India Retirement Fund - Wealth Creation Scheme and SBI Children's Fund - Investment Plan overlap?

They share 4 common holdings, a weighted portfolio overlap of about 7.62% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 7.62% 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 Retirement Fund - Wealth Creation Scheme vs SBI Children's Fund - Investment Plan

Nippon India MF · Solution-OrientedSBI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

7.62%

Low overlap

Common

Only Nippon

Only SBI

4 of 84 unique stocks in common · Jaccard: 4.8%

Common holdings

Stock	in Nippon	in SBI
ICICI BankBanks	7.44%	2.95%
State Bank of IndiaBanks	2.67%	5.44%
Sona BLW Precision ForgingsAuto Components	1.21%	3.14%
K.P.R. MillTextiles & Apparels	0.79%	1.97%

FAQ

How much do Nippon India Retirement Fund - Wealth Creation Scheme and SBI Children's Fund - Investment Plan overlap?: They share 4 common holdings, a weighted portfolio overlap of about 7.62% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 7.62% 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.