How much do quant Momentum Fund and SBI Quant Fund overlap?

They share 3 common holdings, a weighted portfolio overlap of about 4.41% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 4.41% 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

quant Momentum Fund vs SBI Quant Fund

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

Weighted portfolio overlap

4.41%

Low overlap

Common

Only quant

Only SBI

3 of 45 unique stocks in common · Jaccard: 6.7%

Common holdings

Stock	in quant	in SBI
Aurobindo PharmaPharmaceuticals & Biotechnology	7.43%	2.67%
Tech MahindraIT - Software	1.01%	5.08%
ICICI BankBanks	5.08%	0.73%

FAQ

How much do quant Momentum Fund and SBI Quant Fund overlap?: They share 3 common holdings, a weighted portfolio overlap of about 4.41% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 4.41% 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.