HDFC BSE Sensex Index Fund vs SBI Equity Hybrid Fund

Portfolio Overlap Analysis · HDFC vs SBI

33.9%
Moderate Overlap
16 common stocks · Rank #4368 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
SBI Equity Hybrid Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in SBI Equity HybridOverlap
State Bank of India
Banks
4.82%5.20%4.82%
Bharti Airtel Ltd.
Telecom - Services
3.63%5.47%3.63%
HDFC Bank Ltd.
Banks
3.24%14.07%3.24%
ICICI Bank Ltd.
Banks
3.18%10.27%3.18%
Kotak Mahindra Bank Ltd.
Banks
3.53%3.18%3.18%
Larsen & Toubro Ltd.
Construction
2.68%5.21%2.68%
Bajaj Finance Ltd.
Finance
2.54%2.71%2.54%
Reliance Industries Ltd.
Petroleum Products
2.20%9.83%2.20%
Infosys Ltd.
IT - Software
1.89%4.84%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.28%2.78%1.28%

Unique to HDFC BSE Sensex Index

  • Axis Bank Ltd.4.12%
  • Mahindra & Mahindra Ltd.3.17%

Unique to SBI Equity Hybrid

  • Solar Industries India Ltd.2.94%
  • MRF Ltd.2.91%
  • Muthoot Finance Ltd.2.85%
  • Hindalco Industries Ltd.2.58%

Sector Overlap Breakdown

Banks
14.4% (4)
Telecom - Services
3.6% (1)
IT - Software
3.2% (2)
Finance
3.0% (2)
Construction
2.7% (1)
Petroleum Products
2.2% (1)
Power
1.4% (2)
Transport Infrastructure
1.2% (1)
Transport Services
1.1% (1)
Consumer Durables
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

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