Portfolio Overlap Between HDFC Flexi Cap Fund and SBI Flexi Cap Fund
Overlap Score: 41%
The portfolio overlap between HDFC Flexi Cap Fund and SBI Flexi Cap Fund is 41%. This means 41% of their holdings are common. Investors looking for diversification may consider reducing overlap above 50%.
Key Takeaways
- •Overlap score: 41%
- •Category context: Flexi Cap
- •Typical flexi-cap overlap from shared banking and IT weights.
- •Use the portfolio tool to compare your full list of funds.
Top Common Holdings
- HDFC Bank
- ICICI Bank
- Infosys
Alternative Funds
FAQ
Should I invest in both HDFC Flexi Cap Fund and SBI Flexi Cap Fund?
You may hold both, but monitor combined exposure to top overlapping stocks.
What is a good overlap percentage?
Below 40% is generally healthier for diversification between two active equity funds.