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

They share 18 common holdings, a weighted portfolio overlap of about 18.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 18.64% 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

SBI Balanced Advantage Fund vs SBI Equity Hybrid Fund

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

Weighted portfolio overlap

18.64%

Low overlap

Common

Only SBI Balanced

Only SBI Equity

18 of 110 unique stocks in common · Jaccard: 16.4%

Common holdings

Stock	in SBI Balanced	in SBI Equity
ICICI BankBanks	3.39%	4.04%
Larsen & ToubroConstruction	2.91%	2.50%
HDFC BankBanks	4.04%	2.39%
Reliance IndustriesPetroleum Products	4.98%	2.36%
Bharti AirtelTelecom - Services	1.42%	3.27%
Asian PaintsConsumer Durables	1.15%	1.75%
Kotak Mahindra BankBanks	1.01%	3.20%
ITCDiversified FMCG	1.40%	0.79%
MeeshoRetailing	0.75%	0.77%
State Bank of IndiaBanks	0.74%	3.79%
DLFRealty	0.67%	0.91%
Vishal Mega MartRetailing	0.49%	1.01%
Coal IndiaConsumable Fuels	0.25%	1.80%
Hindalco IndustriesNon - Ferrous Metals	0.25%	1.74%
Tata Consultancy ServicesIT - Software	0.24%	1.08%
Brainbees SolutionsRetailing	0.65%	0.11%
InfosysIT - Software	0.11%	1.65%
Jindal Steel & PowerFerrous Metals	0.02%	1.01%

FAQ

How much do SBI Balanced Advantage Fund and SBI Equity Hybrid Fund overlap?: They share 18 common holdings, a weighted portfolio overlap of about 18.64% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 18.64% 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.