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

They share 15 common holdings, a weighted portfolio overlap of about 20.4% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 20.4% 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 Multi Asset Allocation Fund

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

Weighted portfolio overlap

20.4%

Moderate overlap

Common

Only SBI

Only Tata

15 of 96 unique stocks in common · Jaccard: 15.6%

Common holdings

Stock	in SBI	in Tata
Bharti AirtelTelecom - Services	3.27%	2.65%
HDFC BankBanks	2.39%	2.91%
Reliance IndustriesPetroleum Products	2.36%	3.18%
ICICI BankBanks	4.04%	2.32%
State Bank of IndiaBanks	3.79%	1.62%
Kotak Mahindra BankBanks	3.20%	1.39%
Larsen & ToubroConstruction	2.50%	1.37%
Jindal Steel & PowerFerrous Metals	1.01%	1.07%
Adani Energy SolutionsPower	3.63%	0.98%
Adani PowerPower	4.03%	0.98%
NTPCPower	0.88%	1.01%
InfosysIT - Software	1.65%	0.83%
Bajaj FinanceFinance	2.49%	0.63%
Tata Consultancy ServicesIT - Software	1.08%	0.55%
ITCDiversified FMCG	0.79%	0.44%

FAQ

How much do SBI Equity Hybrid Fund and Tata Multi Asset Allocation Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 20.4% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 20.4% 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.