How much do SBI Equity Hybrid Fund and Tata Balanced Advantage Fund overlap?

They share 14 common holdings, a weighted portfolio overlap of about 19.61% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 19.61% 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 Balanced Advantage Fund

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

Weighted portfolio overlap

19.61%

Low overlap

Common

Only SBI

Only Tata

14 of 82 unique stocks in common · Jaccard: 17.1%

Common holdings

Stock	in SBI	in Tata
Bharti AirtelTelecom - Services	3.27%	2.55%
HDFC BankBanks	2.39%	2.72%
Reliance IndustriesPetroleum Products	2.36%	3.34%
ICICI BankBanks	4.04%	2.11%
Larsen & ToubroConstruction	2.50%	2.07%
State Bank of IndiaBanks	3.79%	1.43%
InfosysIT - Software	1.65%	1.30%
Shree CementCement & Cement Products	1.78%	1.24%
Bajaj FinanceFinance	2.49%	1.15%
NTPCPower	0.88%	1.38%
Adani Energy SolutionsPower	3.63%	0.85%
Vishal Mega MartRetailing	1.01%	0.80%
ITCDiversified FMCG	0.79%	0.27%
Varun BeveragesBeverages	0.21%	1.02%

FAQ

How much do SBI Equity Hybrid Fund and Tata Balanced Advantage Fund overlap?: They share 14 common holdings, a weighted portfolio overlap of about 19.61% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 19.61% 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.