How much do SBI Contra Fund and SBI MultiCap Fund overlap?

They share 19 common holdings, a weighted portfolio overlap of about 28.78% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 28.78% 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 Contra Fund vs SBI MultiCap Fund

SBI MF · ContraSBI MF · Multi Cap· as on May 2026

Weighted portfolio overlap

28.78%

Moderate overlap

Common

Only SBI Contra

Only SBI MultiCap

19 of 124 unique stocks in common · Jaccard: 15.3%

Common holdings

Stock	in SBI Contra	in SBI MultiCap
HDFC BankBanks	5.82%	3.55%
Reliance IndustriesPetroleum Products	4.95%	3.19%
ICICI BankBanks	3.58%	2.94%
Indus TowersTelecom - Services	2.78%	3.13%
Kotak Mahindra BankBanks	2.60%	3.88%
Torrent PowerPower	2.50%	2.65%
BioconPharmaceuticals & Biotechnology	3.63%	2.04%
Axis BankBanks	1.34%	1.97%
Hindalco IndustriesNon - Ferrous Metals	1.34%	2.28%
Tata SteelFerrous Metals	2.29%	1.31%
Bharti AirtelTelecom - Services	1.22%	2.71%
JSW EnergyPower	0.95%	0.79%
JSW SteelFerrous Metals	0.78%	0.83%
InfosysIT - Software	0.68%	1.45%
NMDCMinerals & Mining	0.53%	0.52%
Grasim IndustriesCement & Cement Products	0.74%	0.43%
K.P.R. MillTextiles & Apparels	0.39%	3.29%
Carborundum UniversalIndustrial Products	0.20%	1.56%
V-Guard IndustriesConsumer Durables	0.18%	1.05%

FAQ

How much do SBI Contra Fund and SBI MultiCap Fund overlap?: They share 19 common holdings, a weighted portfolio overlap of about 28.78% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 28.78% 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.