CNX100 vs SBI Balanced Advantage Fund

Portfolio Overlap Analysis · ICICI vs SBI

37.1%
Moderate Overlap
56 common stocks · Rank #3390 of 28,292 pairs
Fund A
CNX100
ICICI · Equity - Other
Fund B
SBI Balanced Advantage Fund
SBI · Balanced Advantage

Common Holdings (10)

StockWt% in CNX100Wt% in SBI Balanced AdvantageOverlap
Reliance Industries Ltd.
Petroleum Products
5.22%6.94%5.22%
HDFC Bank Ltd.
Banks
4.83%11.33%4.83%
Axis Bank Ltd.
Banks
2.04%2.25%2.04%
Larsen & Toubro Ltd.
Construction
1.99%3.14%1.99%
Mahindra & Mahindra Ltd.
Automobiles
1.81%2.08%1.81%
ITC Ltd.
Diversified FMCG
1.52%2.82%1.52%
Bharti Airtel Ltd.
Telecom - Services
1.45%3.84%1.45%
ICICI Bank Ltd.
Banks
1.38%7.78%1.38%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.16%1.35%1.16%
HCL Technologies Ltd.
IT - Software
1.47%1.14%1.14%

Unique to CNX100

  • Infosys Ltd.4.00%
  • Tata Consultancy Services Ltd.2.28%
  • State Bank Of India2.25%

Unique to SBI Balanced Advantage

  • GAIL (India) Ltd.2.50%
  • Tata Motors Passenger Vehicles Ltd.2.11%
  • Tata Steel Ltd.2.10%
  • Punjab National Bank1.96%
  • Tech Mahindra Ltd.1.82%

Sector Overlap Breakdown

Banks
9.9% (7)
Petroleum Products
6.1% (3)
Automobiles
3.8% (3)
IT - Software
2.5% (5)
Construction
2.0% (1)
Pharmaceuticals & Biotechnology
1.8% (3)
Diversified FMCG
1.8% (2)
Telecom - Services
1.4% (1)
Consumer Durables
1.2% (2)
Finance
1.2% (4)
Ferrous Metals
1.0% (3)
Power
0.8% (2)
Insurance
0.8% (4)
Oil
0.7% (1)
Realty
0.4% (1)
Gas
0.3% (1)
Beverages
0.3% (1)
Cement & Cement Products
0.3% (2)
Non - Ferrous Metals
0.3% (1)
Personal Products
0.2% (1)
Food Products
0.1% (1)
Diversified Metals
0.1% (1)
Retailing
0.0% (2)
Aerospace & Defense
0.0% (1)
Agricultural Food & other Products
0.0% (1)
Transport Services
0.0% (1)
Leisure Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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