How much do SBI Equity Hybrid Fund and Tata Aggressive Hybrid Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 23.75% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 23.75% 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 Tata Aggressive Hybrid Fund

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

Weighted portfolio overlap

23.75%

Moderate overlap

Common

Only SBI

Only Tata

12 of 72 unique stocks in common · Jaccard: 16.7%

Common holdings

Stock	in SBI	in Tata
ICICI BankBanks	4.04%	4.78%
Bharti AirtelTelecom - Services	3.27%	4.97%
Kotak Mahindra BankBanks	3.20%	2.59%
Larsen & ToubroConstruction	2.50%	2.77%
Reliance IndustriesPetroleum Products	2.36%	2.87%
Adani Energy SolutionsPower	3.63%	1.79%
InfosysIT - Software	1.65%	2.61%
State Bank of IndiaBanks	3.79%	1.57%
Interglobe AviationTransport Services	2.25%	1.56%
HDFC BankBanks	2.39%	1.42%
ITCDiversified FMCG	0.79%	1.95%
Varun BeveragesBeverages	0.21%	2.43%

FAQ

How much do SBI Equity Hybrid Fund and Tata Aggressive Hybrid Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 23.75% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 23.75% 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.