How much do SBI Equity Hybrid Fund and SBI Multi Asset Allocation Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 7.81% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 7.81% 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 Equity Hybrid Fund vs SBI Multi Asset Allocation Fund

SBI MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

7.81%

Low overlap

Common

Only SBI Equity

Only SBI Multi

11 of 104 unique stocks in common · Jaccard: 10.6%

Common holdings

Stock	in SBI Equity	in SBI Multi
ICICI BankBanks	4.04%	1.59%
Kotak Mahindra BankBanks	3.20%	1.41%
Reliance IndustriesPetroleum Products	2.36%	1.24%
HDFC BankBanks	2.39%	1.08%
ITCDiversified FMCG	0.79%	0.60%
SwiggyRetailing	0.71%	0.56%
State Bank of IndiaBanks	3.79%	0.50%
Vishal Mega MartRetailing	1.01%	0.33%
InfosysIT - Software	1.65%	0.22%
Bharti AirtelTelecom - Services	3.27%	0.16%
Interglobe AviationTransport Services	2.25%	0.12%

FAQ

How much do SBI Equity Hybrid Fund and SBI Multi Asset Allocation Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 7.81% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 7.81% 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.