How much do SBI Children's Fund - Investment Plan and SBI Retirement Benefit Fund - Aggressive Plan overlap?

They share 7 common holdings, a weighted portfolio overlap of about 13.59% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13.59% 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 Retirement Benefit Fund - Aggressive Plan

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

Weighted portfolio overlap

13.59%

Low overlap

Common

Only SBI Children's

Only SBI Retirement

7 of 76 unique stocks in common · Jaccard: 9.2%

Common holdings

Stock	in SBI Children's	in SBI Retirement
State Bank of IndiaBanks	5.44%	3.71%
ICICI BankBanks	2.95%	5.47%
Kotak Mahindra BankBanks	4.21%	2.51%
Navin Fluorine InternationalChemicals & Petrochemicals	1.32%	1.73%
Sona BLW Precision ForgingsAuto Components	3.14%	1.31%
Honeywell Automation IndiaIndustrial Manufacturing	2.22%	1.22%
Brigade Hotel VenturesLeisure Services	0.57%	0.75%

FAQ

How much do SBI Children's Fund - Investment Plan and SBI Retirement Benefit Fund - Aggressive Plan overlap?: They share 7 common holdings, a weighted portfolio overlap of about 13.59% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13.59% 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.