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

They share 3 common holdings, a weighted portfolio overlap of about 2.57% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 2.57% 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 Tata Retirement Savings Fund-Conservative Plan

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

Weighted portfolio overlap

2.57%

Low overlap

Common

Only SBI

Only Tata

3 of 73 unique stocks in common · Jaccard: 4.1%

Common holdings

Stock	in SBI	in Tata
ICICI BankBanks	2.95%	1.36%
Kotak Mahindra BankBanks	4.21%	0.63%
Muthoot FinanceFinance	4.03%	0.58%

FAQ

How much do SBI Children's Fund - Investment Plan and Tata Retirement Savings Fund-Conservative Plan overlap?: They share 3 common holdings, a weighted portfolio overlap of about 2.57% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 2.57% 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.