BZ vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · Nippon vs SBI

5.6%
Low Overlap
4 common stocks · Rank #27223 of 28,292 pairs
Fund A
BZ
Nippon · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (4)

StockWt% in BZWt% in SBI RETIREMENT BENEFIT FUND - Overlap
Hindalco Industries Limited
Non - Ferrous Metals
5.11%1.75%1.75%
TVS Motor Company Limited
Automobiles
3.45%1.65%1.65%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
3.13%1.13%1.13%
The Indian Hotels Company Limited
Leisure Services
2.26%1.06%1.06%

Unique to BZ

  • Shriram Finance Limited5.77%
  • Vedanta Limited4.64%
  • JSW Steel Limited4.52%
  • Bajaj Auto Limited4.28%
  • Eicher Motors Limited4.22%
  • Oil & Natural Gas Corporation Limited4.19%
  • Grasim Industries Limited4.10%
  • Coal India Limited3.77%
  • Nestle India Limited3.54%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.6.30%
  • ICICI Bank Ltd.4.67%
  • Reliance Industries Ltd.4.42%
  • Larsen & Toubro Ltd.3.54%
  • State Bank of India3.51%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Infosys Ltd.2.53%
  • Axis Bank Ltd.2.46%
  • Kotak Mahindra Bank Ltd.2.11%

Sector Overlap Breakdown

Non - Ferrous Metals
1.8% (1)
Automobiles
1.6% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Leisure Services
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for BZ

More comparisons for SBI RETIREMENT BENEFIT FUND -

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.