HDFC BSE 500 INDEX FUND vs SBI Multi Asset Allocation Fund
Portfolio Overlap Analysis · HDFC vs SBI
13.3%
Low Overlap
47 common stocks · Rank #16795 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in SBI Multi Asset Allocation | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 1.46% | 4.90% | 1.46% |
HDFC Bank Ltd. Banks | 1.44% | 7.02% | 1.44% |
ITC Ltd. Diversified FMCG | 0.73% | 1.57% | 0.73% |
State Bank of India Banks | 0.70% | 2.59% | 0.70% |
Axis Bank Ltd. Banks | 0.68% | 2.05% | 0.68% |
HCL Technologies Ltd. IT - Software | 0.66% | 0.76% | 0.66% |
Bajaj Finserv Ltd. Finance | 0.61% | 0.60% | 0.60% |
Oil & Natural Gas Corporation Ltd. Oil | 1.97% | 0.57% | 0.57% |
Tech Mahindra Ltd. IT - Software | 0.39% | 0.45% | 0.39% |
The Federal Bank Ltd. Banks | 1.65% | 0.38% | 0.38% |
Unique to HDFC BSE 500 INDEX
- ICICI Bank Ltd.5.12%
- Bharti Airtel Ltd.2.73%
- Larsen and Toubro Ltd.2.60%
- Infosys Limited2.41%
- Kotak Mahindra Bank Limited1.59%
- Mahindra & Mahindra Ltd.1.58%
Unique to SBI Multi Asset Allocation
- Brookfield India Real Estate Trust3.42%
- GAIL (India) Ltd.2.42%
- Bandhan Bank Ltd.2.28%
- Punjab National Bank1.66%
- Biocon Ltd.1.44%
- Indus Towers Ltd.1.39%
Sector Overlap Breakdown
Banks4.1% (8)
IT - Software1.8% (5)
Petroleum Products1.8% (2)
Finance0.7% (2)
Diversified FMCG0.7% (1)
Oil0.7% (2)
Telecom - Services0.5% (2)
Ferrous Metals0.4% (2)
Personal Products0.4% (3)
Fertilizers & Agrochemicals0.3% (2)
Retailing0.3% (2)
Financial Technology (Fintech)0.3% (1)
Gas0.2% (1)
Pharmaceuticals & Biotechnology0.2% (2)
Insurance0.2% (2)
Beverages0.1% (1)
Leisure Services0.1% (1)
Construction0.1% (2)
Auto Components0.1% (1)
Capital Markets0.1% (1)
Power0.1% (1)
IT - Services0.1% (1)
Entertainment0.0% (1)
Cement & Cement Products0.0% (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.