How much do SBI Retirement Benefit Fund - Aggressive Hybrid Plan and UTI Children's Hybrid Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 17.29% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 17.29% 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 Retirement Benefit Fund - Aggressive Hybrid Plan vs UTI Children's Hybrid Fund

SBI MF · Solution-OrientedUTI MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

17.29%

Low overlap

Common

Only SBI

Only UTI

15 of 99 unique stocks in common · Jaccard: 15.2%

Common holdings

Stock	in SBI	in UTI
HDFC BankBanks	5.50%	3.03%
ICICI BankBanks	4.42%	2.59%
Axis BankBanks	2.38%	1.67%
Reliance IndustriesPetroleum Products	4.36%	1.67%
Bajaj FinanceFinance	1.79%	1.47%
InfosysIT - Software	2.35%	1.46%
Maruti Suzuki IndiaAutomobiles	2.91%	1.12%
Kotak Mahindra BankBanks	2.03%	0.75%
State Bank of IndiaBanks	2.93%	0.66%
Larsen & ToubroConstruction	3.51%	0.60%
Jubilant FoodworksLeisure Services	1.13%	0.59%
LTIMindtreeIT - Software	0.72%	0.53%
Asian PaintsConsumer Durables	1.41%	0.40%
Kajaria CeramicsConsumer Durables	0.96%	0.39%
Oberoi RealtyRealty	0.93%	0.36%

FAQ

How much do SBI Retirement Benefit Fund - Aggressive Hybrid Plan and UTI Children's Hybrid Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 17.29% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 17.29% 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.