HDFC Banking & Financial Services Fund vs SBI Focused Fund

Portfolio Overlap Analysis · HDFC vs SBI

21.8%
Moderate Overlap
5 common stocks · Rank #9875 of 28,292 pairs
Fund A
HDFC Banking & Financial Services Fund
HDFC · Sectoral - Banking
Fund B
SBI Focused Fund
SBI · Focused

Common Holdings (5)

StockWt% in HDFC Banking & Financial ServiWt% in SBI FocusedOverlap
State Bank of India
Banks
6.38%7.46%6.38%
HDFC Bank Ltd.
Banks
5.74%16.63%5.74%
Kotak Mahindra Bank Ltd.
Banks
4.31%8.13%4.31%
Bajaj Finance Ltd.
Finance
4.12%4.36%4.12%
Bajaj Finserv Ltd.
Finance
4.60%1.22%1.22%

Unique to HDFC Banking & Financial Servi

  • ICICI Bank Ltd.13.99%
  • Axis Bank Ltd.8.71%
  • Shriram Finance Ltd.4.89%
  • SBI Life Insurance Company Ltd.3.12%
  • Au Small Finance Bank Ltd.2.97%
  • Karur Vysya Bank Ltd.2.33%

Unique to SBI Focused

  • Alphabet Inc.9.17%
  • Muthoot Finance Ltd.5.42%
  • Adani Power Ltd.3.68%
  • Adani Energy Solutions Ltd.3.54%
  • Solar Industries India Ltd.3.43%

Sector Overlap Breakdown

Banks
16.4% (3)
Finance
5.3% (2)

Analysis

AI-generated comparative analysis coming soon.

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