How much do Nippon India Retirement Fund - Wealth Creation Scheme and SBI Retirement Benefit Fund - Aggressive Hybrid Plan overlap?

They share 15 common holdings, a weighted portfolio overlap of about 32.14% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 32.14% 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 Retirement Benefit Fund - Aggressive Hybrid Plan

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

Weighted portfolio overlap

32.14%

Moderate overlap

Common

Only Nippon

Only SBI

15 of 93 unique stocks in common · Jaccard: 16.1%

Common holdings

Stock	in Nippon	in SBI
HDFC BankBanks	6.15%	5.50%
ICICI BankBanks	7.44%	4.42%
Reliance IndustriesPetroleum Products	6.64%	4.36%
Larsen & ToubroConstruction	3.20%	3.51%
State Bank of IndiaBanks	2.67%	2.93%
Axis BankBanks	3.63%	2.38%
InfosysIT - Software	2.30%	2.35%
Ultratech CementCement & Cement Products	1.45%	2.43%
Hindalco IndustriesNon - Ferrous Metals	1.25%	2.22%
Sona BLW Precision ForgingsAuto Components	1.21%	1.15%
VoltasConsumer Durables	1.07%	0.91%
Carborundum UniversalIndustrial Products	1.04%	0.72%
LTIMindtreeIT - Software	1.83%	0.72%
FSN E-Commerce VenturesRetailing	0.69%	1.06%
Bajaj FinservFinance	0.42%	1.23%

FAQ

How much do Nippon India Retirement Fund - Wealth Creation Scheme and SBI Retirement Benefit Fund - Aggressive Hybrid Plan overlap?: They share 15 common holdings, a weighted portfolio overlap of about 32.14% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 32.14% 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.