How much do SBI Banking And Financial Services Fund and Tata Nifty Financial Services Index Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 58.41% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 58.41% 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

SBI Banking And Financial Services Fund vs Tata Nifty Financial Services Index Fund

SBI MF · Sectoral / ThematicTata MF · Index Fund· as on May 2026

Weighted portfolio overlap

58.41%

Moderate overlap

Common

Only SBI

Only Tata

13 of 43 unique stocks in common · Jaccard: 30.2%

Common holdings

Stock	in SBI	in Tata
ICICI BankBanks	12.80%	13.55%
Kotak Mahindra BankBanks	9.98%	9.37%
State Bank of IndiaBanks	8.67%	9.02%
Axis BankBanks	6.21%	10.26%
HDFC BankBanks	5.90%	17.83%
SBI Life Insurance CompanyInsurance	2.74%	2.72%
Bajaj FinanceFinance	2.46%	8.05%
Bajaj FinservFinance	2.43%	3.41%
HDFC Life Insurance CompanyInsurance	4.79%	2.12%
Cholamandalam Investment and Finance CompanyFinance	2.08%	2.18%
Shriram FinanceFinance	1.83%	4.39%
Muthoot FinanceFinance	5.77%	1.08%
LIC Housing FinanceFinance	0.92%	0.74%

FAQ

How much do SBI Banking And Financial Services Fund and Tata Nifty Financial Services Index Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 58.41% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 58.41% 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.