HDFC BSE 500 INDEX FUND vs SBI Balanced Advantage Fund
Portfolio Overlap Analysis · HDFC vs SBI
37.4%
Moderate Overlap
86 common stocks · Rank #3313 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in SBI Balanced Advantage | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 5.22% | 4.90% | 4.90% |
HDFC Bank Ltd. Banks | 4.83% | 7.02% | 4.83% |
Axis Bank Ltd. Banks | 2.04% | 2.05% | 2.04% |
Larsen & Toubro Ltd. Construction | 1.99% | 2.60% | 1.99% |
Mahindra & Mahindra Ltd. Automobiles | 1.81% | 1.58% | 1.58% |
ITC Ltd. Diversified FMCG | 1.52% | 1.57% | 1.52% |
Bharti Airtel Ltd. Telecom - Services | 1.45% | 2.73% | 1.45% |
ICICI Bank Ltd. Banks | 1.38% | 5.12% | 1.38% |
Kotak Mahindra Bank Ltd. Banks | 1.08% | 1.59% | 1.08% |
Maruti Suzuki India Ltd. Automobiles | 0.99% | 1.02% | 0.99% |
Unique to HDFC BSE 500 INDEX
- State Bank of India2.59%
- Infosys Limited2.41%
Unique to SBI Balanced Advantage
- GAIL (India) Ltd.2.50%
- Tata Motors Passenger Vehicles Ltd.2.11%
- Tata Steel Ltd.2.10%
- Punjab National Bank1.96%
- Tech Mahindra Ltd.1.82%
Sector Overlap Breakdown
Banks11.0% (9)
Petroleum Products5.8% (4)
Automobiles3.0% (3)
Construction2.0% (1)
IT - Software1.9% (6)
Pharmaceuticals & Biotechnology1.9% (7)
Diversified FMCG1.8% (2)
Telecom - Services1.8% (2)
Finance1.2% (7)
Ferrous Metals1.1% (4)
Consumer Durables1.0% (3)
Power1.0% (4)
Insurance0.6% (4)
Oil0.6% (1)
Industrial Products0.4% (2)
Gas0.4% (2)
Cement & Cement Products0.3% (3)
Non - Ferrous Metals0.3% (1)
Beverages0.2% (1)
Transport Services0.2% (3)
Realty0.2% (1)
Retailing0.2% (4)
Personal Products0.2% (1)
Auto Components0.1% (2)
Food Products0.1% (1)
Diversified Metals0.1% (1)
Aerospace & Defense0.0% (1)
Agricultural Food & other Products0.0% (2)
Financial Technology (Fintech)0.0% (1)
Capital Markets0.0% (1)
Minerals & Mining0.0% (1)
Leisure Services0.0% (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.