FINETF vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · ICICI vs SBI
5.1%
Low Overlap
3 common stocks · Rank #28073 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in FINETF | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
Bajaj Finance Ltd. Finance | 2.31% | 15.38% | 2.31% |
Bajaj Finserv Ltd. Finance | 1.62% | 6.95% | 1.62% |
ICICI Prudential Life Insurance Company Ltd. Insurance | 1.18% | 1.58% | 1.18% |
Unique to FINETF
- Jio Financial Services Ltd7.09%
- BSE Ltd.6.49%
- Shriram Finance Ltd.5.80%
- SBI Life Insurance Company Ltd.5.42%
- HDFC Life Insurance Company Ltd.5.32%
- Cholamandalam Investment And Finance Company Ltd.3.99%
- PB Fintech Ltd.3.95%
- Power Finance Corporation Ltd.3.92%
Unique to SBI RETIREMENT BENEFIT FUND -
- HDFC Bank Ltd.7.65%
- ICICI Bank Ltd.5.85%
- Reliance Industries Ltd.5.57%
- State Bank of India4.50%
- Larsen & Toubro Ltd.4.38%
- Maruti Suzuki India Ltd.3.91%
- Infosys Ltd.3.02%
- Axis Bank Ltd.2.99%
- Ultratech Cement Ltd.2.98%
- Kotak Mahindra Bank Ltd.2.64%
Sector Overlap Breakdown
Finance3.9% (2)
Insurance1.2% (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.