How much do SBI Retirement Benefit Fund - Aggressive Hybrid Plan and UTI - Retirement Benefit Pension Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 16.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 16.37% 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 - Retirement Benefit Pension Fund

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

Weighted portfolio overlap

16.37%

Low overlap

Common

Only SBI

Only UTI

11 of 99 unique stocks in common · Jaccard: 11.1%

Common holdings

Stock	in SBI	in UTI
HDFC BankBanks	5.50%	3.75%
ICICI BankBanks	4.42%	2.73%
InfosysIT - Software	2.35%	2.40%
Larsen & ToubroConstruction	3.51%	1.99%
Reliance IndustriesPetroleum Products	4.36%	1.64%
State Bank of IndiaBanks	2.93%	1.06%
Axis BankBanks	2.38%	0.96%
Hindalco IndustriesNon - Ferrous Metals	2.22%	0.81%
Interglobe AviationTransport Services	0.81%	0.55%
BioconPharmaceuticals & Biotechnology	0.94%	0.27%
Endurance TechnologiesAuto Components	1.19%	0.26%

FAQ

How much do SBI Retirement Benefit Fund - Aggressive Hybrid Plan and UTI - Retirement Benefit Pension Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 16.37% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 16.37% 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.