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

They share 20 common holdings, a weighted portfolio overlap of about 15.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.97% 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

NJ Balanced Advantage Fund vs SBI Equity Hybrid Fund

NJ MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

15.97%

Low overlap

Common

Only NJ

Only SBI

20 of 125 unique stocks in common · Jaccard: 16%

Common holdings

Stock	in NJ	in SBI
Reliance IndustriesPetroleum Products	8.47%	2.36%
Bajaj FinanceFinance	1.90%	2.49%
Divi's LaboratoriesPharmaceuticals & Biotechnology	1.89%	2.62%
Coal IndiaConsumable Fuels	3.21%	1.80%
HDFC BankBanks	1.69%	2.39%
InfosysIT - Software	1.32%	1.65%
Asian PaintsConsumer Durables	1.26%	1.75%
Tata Consultancy ServicesIT - Software	1.20%	1.08%
ITCDiversified FMCG	1.17%	0.79%
State Bank of IndiaBanks	0.57%	3.79%
ICICI BankBanks	0.44%	4.04%
Page IndustriesTextiles & Apparels	0.30%	1.44%
Procter & Gamble Hygiene and Health CarePersonal Products	0.22%	0.49%
Larsen & ToubroConstruction	0.18%	2.50%
DLFRealty	0.10%	0.91%
Bharti AirtelTelecom - Services	0.05%	3.27%
JSW EnergyPower	0.01%	1.77%
Varun BeveragesBeverages	0.01%	0.21%
NTPCPower	0.00%	0.88%
Hindalco IndustriesNon - Ferrous Metals	0.00%	1.74%

FAQ

How much do NJ Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?: They share 20 common holdings, a weighted portfolio overlap of about 15.97% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.97% 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.