How much do SBI Children's Fund - Investment Plan and SBI Children's Fund - Savings Plan overlap?

They share 12 common holdings, a weighted portfolio overlap of about 13.1% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13.1% 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 Children's Fund - Investment Plan vs SBI Children's Fund - Savings Plan

SBI MF · Solution-OrientedSBI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

13.1%

Low overlap

Common

Only SBI Children's Fund - Investment

Only SBI Children's Fund - Savings

12 of 36 unique stocks in common · Jaccard: 33.3%

Common holdings

Stock	in SBI Children's Fund - Investment	in SBI Children's Fund - Savings
PowericaElectrical Equipment	2.70%	2.51%
Muthoot FinanceFinance	4.03%	1.69%
Thangamayil JewelleryConsumer Durables	4.61%	1.33%
Hatsun Agro ProductFood Products	3.90%	1.30%
Sanathan TextilesTextiles & Apparels	1.81%	1.08%
Adani EnterprisesMetals & Minerals Trading	4.60%	1.06%
EID Parry IndiaFood Products	1.06%	1.03%
K.P.R. MillTextiles & Apparels	1.97%	0.97%
Sona BLW Precision ForgingsAuto Components	3.14%	0.92%
Wonderla HolidaysLeisure Services	0.74%	0.44%
Hawkins CookersConsumer Durables	0.41%	1.24%
Relaxo FootwearsConsumer Durables	0.98%	0.36%

FAQ

How much do SBI Children's Fund - Investment Plan and SBI Children's Fund - Savings Plan overlap?: They share 12 common holdings, a weighted portfolio overlap of about 13.1% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13.1% 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.