How much do SBI Children's Fund - Investment Plan and SBI Resurgent India Opportunities Scheme overlap?

They share 16 common holdings, a weighted portfolio overlap of about 39.66% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 39.66% 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 Resurgent India Opportunities Scheme

SBI MF · Solution-OrientedSBI MF · Equity (Diversified)· as on May 2026

Weighted portfolio overlap

39.66%

Moderate overlap

Common

Only SBI Children's

Only SBI Resurgent

16 of 47 unique stocks in common · Jaccard: 34%

Common holdings

Stock	in SBI Children's	in SBI Resurgent
Adani EnterprisesMetals & Minerals Trading	4.60%	4.61%
Hatsun Agro ProductFood Products	3.90%	4.75%
Kotak Mahindra BankBanks	4.21%	3.84%
Sona BLW Precision ForgingsAuto Components	3.14%	3.82%
Muthoot FinanceFinance	4.03%	2.82%
PowericaElectrical Equipment	2.70%	3.86%
ICICI BankBanks	2.95%	2.69%
State Bank of IndiaBanks	5.44%	2.41%
JSW SteelFerrous Metals	2.20%	3.10%
Amagi Media LabsIT - Services	2.19%	2.51%
Asahi India GlassAuto Components	2.17%	3.05%
AequsAerospace & Defense	3.00%	1.91%
Sanathan TextilesTextiles & Apparels	1.81%	1.97%
KalpataruRealty	1.55%	3.29%
Navin Fluorine InternationalChemicals & Petrochemicals	1.32%	2.26%
Hawkins CookersConsumer Durables	0.41%	2.14%

FAQ

How much do SBI Children's Fund - Investment Plan and SBI Resurgent India Opportunities Scheme overlap?: They share 16 common holdings, a weighted portfolio overlap of about 39.66% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 39.66% 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.