How much do SBI Retirement Benefit Fund - Aggressive Plan and SBI Smallcap Fund overlap?

They share 8 common holdings, a weighted portfolio overlap of about 10.79% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.79% 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 Plan vs SBI Smallcap Fund

SBI MF · Solution-OrientedSBI MF · Small Cap· as on May 2026

Weighted portfolio overlap

10.79%

Low overlap

Common

Only SBI Retirement

Only SBI Smallcap

8 of 111 unique stocks in common · Jaccard: 7.2%

Common holdings

Stock	in SBI Retirement	in SBI Smallcap
ZF Commercial Vehicle Control Systems IndiaAuto Components	1.81%	2.75%
Navin Fluorine InternationalChemicals & Petrochemicals	1.73%	3.11%
Urban CompanyRetailing	1.86%	1.72%
ESAB IndiaIndustrial Products	1.31%	1.57%
Honeywell Automation IndiaIndustrial Manufacturing	1.22%	2.83%
Kajaria CeramicsConsumer Durables	1.21%	2.01%
Balrampur Chini MillsAgricultural Food & Other Products	1.07%	1.51%
Carborundum UniversalIndustrial Products	0.72%	1.36%

FAQ

How much do SBI Retirement Benefit Fund - Aggressive Plan and SBI Smallcap Fund overlap?: They share 8 common holdings, a weighted portfolio overlap of about 10.79% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.79% 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.