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

They share 6 common holdings, a weighted portfolio overlap of about 20.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.88% 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 Focused Fund

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

Weighted portfolio overlap

20.88%

Moderate overlap

Common

Only SBI Children's

Only SBI Focused

6 of 48 unique stocks in common · Jaccard: 12.5%

Common holdings

Stock	in SBI Children's	in SBI Focused
State Bank of IndiaBanks	5.44%	6.21%
Kotak Mahindra BankBanks	4.21%	5.77%
Muthoot FinanceFinance	4.03%	5.02%
ICICI BankBanks	2.95%	7.28%
Sona BLW Precision ForgingsAuto Components	3.14%	2.48%
Hatsun Agro ProductFood Products	3.90%	1.77%

FAQ

How much do SBI Children's Fund - Investment Plan and SBI Focused Fund overlap?: They share 6 common holdings, a weighted portfolio overlap of about 20.88% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.88% 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.