COMETF vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · ICICI vs SBI

5.5%
Low Overlap
5 common stocks · Rank #27355 of 28,292 pairs
Fund A
COMETF
ICICI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (5)

StockWt% in COMETFWt% in SBI RETIREMENT BENEFIT FUND - Overlap
Reliance Industries Ltd.
Petroleum Products
2.23%9.48%2.23%
Ultratech Cement Ltd.
Cement & Cement Products
1.34%7.51%1.34%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.85%5.11%0.85%
Torrent Power Ltd.
Power
0.56%1.29%0.56%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
0.55%2.29%0.55%

Unique to COMETF

  • NTPC Ltd.8.19%
  • Tata Steel Ltd.6.75%
  • Grasim Industries Ltd.5.42%
  • JSW Steel Ltd.5.14%
  • Oil & Natural Gas Corporation Ltd.4.84%
  • Coal India Ltd.4.42%
  • Vedanta Ltd.3.73%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.3.17%
  • ICICI Bank Ltd.2.33%
  • State Bank of India1.83%
  • Larsen & Toubro Ltd.1.76%
  • Maruti Suzuki India Ltd.1.56%
  • Axis Bank Ltd.1.26%
  • Infosys Ltd.1.20%
  • Kotak Mahindra Bank Ltd.1.08%

Sector Overlap Breakdown

Petroleum Products
2.2% (1)
Cement & Cement Products
1.3% (1)
Non - Ferrous Metals
0.8% (1)
Power
0.6% (1)
Chemicals & Petrochemicals
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for COMETF

More comparisons for SBI RETIREMENT BENEFIT FUND -

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