EQL15ETF vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · ICICI vs SBI

45.3%
High Overlap
9 common stocks · Rank #1716 of 28,292 pairs
Fund A
EQL15ETF
ICICI · Equity - Other

Common Holdings (9)

StockWt% in EQL15ETFWt% in SBI ESG Exclusionary StrategyOverlap
ICICI Bank Ltd.
Banks
8.46%7.10%7.10%
HDFC Bank Ltd.
Banks
8.66%6.96%6.96%
State Bank of India
Banks
5.61%6.80%5.61%
Axis Bank Ltd.
Banks
5.17%6.02%5.17%
Larsen & Toubro Ltd.
Construction
5.06%6.86%5.06%
Infosys Ltd.
IT - Software
4.96%6.38%4.96%
Maruti Suzuki India Ltd.
Automobiles
4.14%6.74%4.14%
Bajaj Finance Ltd.
Finance
3.78%6.49%3.78%
Reliance Industries Ltd.
Petroleum Products
2.54%6.47%2.54%

Unique to EQL15ETF

  • Hindustan Unilever Ltd.7.56%
  • Mahindra & Mahindra Ltd.6.80%
  • ITC Ltd.6.76%
  • Bharti Airtel Ltd.6.65%

Unique to SBI ESG Exclusionary Strategy

  • Kotak Mahindra Bank Ltd.3.88%
  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Banks
24.8% (4)
Construction
5.1% (1)
IT - Software
5.0% (1)
Automobiles
4.1% (1)
Finance
3.8% (1)
Petroleum Products
2.5% (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.