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HDFC Aggressive Hybrid Fund vs SBI Aggresive Hybrid Fund

Portfolio overlap: how much of the two funds sits in the same stocks. Holdings as of Aug 2026.

Portfolio overlap

26.4%

Moderate overlap

Some shared stocks, different bets.

13

Common stocks

39

Only in HDFC Aggressive Hybrid Fund

30

Only in SBI Aggresive Hybrid Fund

HDFC Aggressive Hybrid Fund53% in shared stocks
SBI Aggresive Hybrid Fund40% in shared stocks

Overlap adds the smaller weight of each common stock. Shares only; cash, bonds and REITs left out.

13 common stocks

HDFC Aggressive Hybrid FundSBI Aggresive Hybrid Fund
StockHDFC Aggressive Hybrid FundSBI Aggresive Hybrid FundOverlap
ICICI Bank LtdFinancial Services
7.17%
4.43%
4.43%
Kotak Mahindra Bank LtdFinancial Services
3.29%
3.31%
3.29%
State Bank Of IndiaFinancial Services
3.00%
3.95%
3.00%
Larsen & Toubro LtdIndustrials
2.19%
2.35%
2.19%
HDFC Bank LtdFinancial Services
6.00%
2.16%
2.16%
Reliance Industries LtdEnergy
4.24%
2.16%
2.16%
Divi'S Laboratories LtdHealthcare
2.02%
2.03%
2.02%
Bharti Airtel LtdCommunication Services
1.95%
2.25%
1.95%
Infosys LtdTechnology
2.03%
1.66%
1.66%
Interglobe Aviation LtdTransportation & Logistics
1.41%
2.36%
1.41%
Tata Consultancy Services LtdTechnology
1.18%
1.89%
1.18%
ITC LtdConsumer Staples
1.03%
0.66%
0.66%
Havells India LtdConsumer Discretionary
1.00%
0.31%
0.31%
Total36.51%29.52%26.42%

Only in HDFC Aggressive Hybrid Fund

39 stocks, 32.5% of the fund

  • Axis Bank LtdFinancial Services3.21%
  • Maruti Suzuki India LtdConsumer Discretionary1.82%
  • Zomato LtdConsumer Discretionary1.77%
  • Eris Lifesciences LtdHealthcare1.43%
  • Krishna Institute of Medical Sciences LtdHealthcare1.42%
  • NTPC LtdUtilities1.32%
  • SKF India Industrial LtdIndustrials1.26%
  • Hyundai Motor India LtdConsumer Discretionary1.24%
  • Zensar Technologies LtdTechnology1.00%
  • HDFC Life Insurance Company LtdFinancial Services0.97%

Only in SBI Aggresive Hybrid Fund

30 stocks, 44.6% of the fund

  • Solar Industries India LtdMaterials4.06%
  • Adani Transmission LtdUtilities3.04%
  • Adani Power LtdUtilities2.90%
  • Bajaj Finance LtdFinancial Services2.74%
  • M.R.F. LtdConsumer Discretionary2.56%
  • Adani Enterprises LtdMaterials2.41%
  • Life Insurance Corporation Of IndiaFinancial Services2.36%
  • Muthoot Finance LtdFinancial Services2.35%
  • Avenue Supermarts LtdConsumer Discretionary2.31%
  • Coforge LtdTechnology2.02%
Rolling returns of these two funds →HDFC Aggressive Hybrid Fund →SBI Aggresive Hybrid Fund →

Check another pair

More Aggressive Hybrid pairs

What is mutual fund portfolio overlap?

Portfolio overlap is the share of two funds' money that sits in the same stocks in the same amounts. Two flexi cap funds that both hold HDFC Bank, ICICI Bank and Reliance overlap by the smaller of their weights in each of those stocks.

How is portfolio overlap calculated?

For every stock both funds hold, take the smaller of the two weights, then add them up. If one fund holds HDFC Bank at 8% and the other at 5%, that stock adds 5% to the overlap. Only shares count; cash, bonds, deposits and REITs are left out. The figures use each fund's latest monthly portfolio disclosure.

Is high overlap between two funds bad?

Not by itself. RuDo studied 33,153 pairs of diversified equity funds over five years to September 2026. Funds from different fund houses with 50% to 70% overlap shared mostly the index's largest stocks, and holding both still made returns swing 12% to 15% less around the index than holding either one. Overlap above 70% came mostly from two funds of the same fund house, which hold nearly the same portfolio.

How often does the overlap change?

Fund houses disclose their portfolios every month, so the overlap is refreshed as each new disclosure arrives. It moves slowly for most diversified funds and faster for focused or high-turnover funds.

Based on each fund's monthly portfolio disclosure. Past performance does not indicate future returns.