How much do SBI Consumption Opportunities Fund and SBI Smallcap Fund overlap?

They share 7 common holdings, a weighted portfolio overlap of about 6.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.22% 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 Consumption Opportunities Fund vs SBI Smallcap Fund

SBI MF · Sectoral / ThematicSBI MF · Small Cap· as on May 2026

Weighted portfolio overlap

6.22%

Low overlap

Common

Only SBI Consumption

Only SBI Smallcap

7 of 103 unique stocks in common · Jaccard: 6.8%

Common holdings

Stock	in SBI Consumption	in SBI Smallcap
Doms IndustriesHousehold Products	1.95%	1.93%
V-Guard IndustriesConsumer Durables	0.89%	1.39%
Westlife FoodworldLeisure Services	0.90%	0.84%
Dodla DairyFood Products	0.77%	1.06%
Hawkins CookersConsumer Durables	1.64%	0.74%
MeeshoRetailing	0.98%	0.69%
Relaxo FootwearsConsumer Durables	0.36%	1.09%

FAQ

How much do SBI Consumption Opportunities Fund and SBI Smallcap Fund overlap?: They share 7 common holdings, a weighted portfolio overlap of about 6.22% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.22% 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.