HDFC Balanced Advantage Fund vs SBI MNC Fund

Portfolio Overlap Analysis · HDFC vs SBI

6.1%
Low Overlap
12 common stocks · Rank #26374 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
SBI MNC Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in SBI MNCOverlap
Maruti Suzuki India Ltd.
Automobiles
3.18%1.57%1.57%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.97%1.35%1.35%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.97%1.22%1.22%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
5.27%0.53%0.53%
Bharat Forge Ltd.
Auto Components
3.27%0.33%0.33%
Britannia Industries Ltd.
Food Products
5.14%0.31%0.31%
Hindustan Unilever Ltd.
Diversified FMCG
4.00%0.24%0.24%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.58%0.21%0.21%
Whirlpool of India Ltd.
Consumer Durables
0.79%0.12%0.12%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.53%0.12%0.12%

Unique to HDFC Balanced Advantage

  • ICICI Bank Ltd.4.77%
  • HDFC Bank Ltd.4.50%
  • State Bank of India3.91%
  • Reliance Industries Ltd.3.75%
  • Bharti Airtel Ltd.2.82%
  • Larsen and Toubro Ltd.2.62%
  • Axis Bank Ltd.2.55%
  • NTPC Limited2.25%
  • Infosys Limited1.97%
  • Coal India Ltd.1.87%

Unique to SBI MNC

  • Vedanta Ltd.6.15%
  • Cummins India Ltd.4.19%
  • Aether Industries Ltd.3.96%
  • Colgate Palmolive (India) Ltd.3.86%
  • Sona Blw Precision Forgings Ltd.3.29%
  • ZF Commercial Vehicle Control Systems India Ltd.3.25%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
3.2% (4)
Automobiles
1.6% (1)
Auto Components
0.4% (2)
Food Products
0.3% (1)
Diversified FMCG
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Consumer Durables
0.1% (1)
Personal Products
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.