How much do SBI BSE Sensex ETF and SBI Equity Hybrid Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 30.4% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.

What does 30.4% 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 BSE Sensex ETF vs SBI Equity Hybrid Fund

SBI MF · ETFSBI MF · Hybrid· as on Apr 2026

Weighted portfolio overlap

30.4%

Moderate overlap

Common

Only SBI

Common holdings

Stock	in SBI	in SBI
State Bank of IndiaBanks	4.87%	4.23%
ICICI Bank LimitedBanks	9.93%	3.64%
Bharti Airtel LimitedTelecom - Services	5.91%	3.17%
Kotak Mahindra Bank LimitedBanks	3.09%	3.22%
HDFC Bank LimitedBanks	12.91%	2.50%
Larsen & Toubro LimitedConstruction	5.15%	2.48%
Bajaj Finance LimitedFinance	2.75%	2.36%
Reliance Industries LimitedPetroleum Products	10.63%	2.23%
Infosys LimitedIT - Software	4.53%	1.69%
Asian Paints LtdConsumer Durables	1.21%	1.61%
Tata Consultancy Services LimitedIT - Software	2.75%	1.19%
Interglobe Aviation LtdTransport Services	1.06%	2.22%
NTPC LimitedPower	2.08%	0.91%
ITC LimitedDiversified FMCG	3.34%	0.64%

FAQ

How much do SBI BSE Sensex ETF and SBI Equity Hybrid Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 30.4% (moderate overlap — a meaningful shared core), as on Apr 2026. Information only, not investment advice.
What does 30.4% 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.

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 Apr 2026). Equity holdings only, ISIN-verified. Not investment advice.