How much do SBI Consumption Opportunities Fund and Tata India Consumer Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 22.46% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 22.46% 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 Tata India Consumer Fund

SBI MF · Sectoral / ThematicTata MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

22.46%

Moderate overlap

Common

Only SBI

Only Tata

11 of 68 unique stocks in common · Jaccard: 16.2%

Common holdings

Stock	in SBI	in Tata
Titan CompanyConsumer Durables	3.74%	7.53%
Varun BeveragesBeverages	3.38%	5.35%
EternalRetailing	3.13%	8.03%
Bharti AirtelTelecom - Services	3.10%	2.55%
TrentRetailing	2.53%	3.09%
Doms IndustriesHousehold Products	1.95%	2.78%
Avenue SupermartsRetailing	2.80%	1.13%
LG Electronics IndiaConsumer Durables	1.09%	2.25%
Nestle IndiaFood Products	1.09%	6.29%
Mahindra & MahindraAutomobiles	3.80%	0.96%
Maruti Suzuki IndiaAutomobiles	4.21%	0.91%

FAQ

How much do SBI Consumption Opportunities Fund and Tata India Consumer Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 22.46% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 22.46% 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.