HDFC BSE Sensex Index Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs SBI

37.0%
Moderate Overlap
27 common stocks · Rank #3434 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in SBI Equity SavingsOverlap
HDFC Bank Ltd.
Banks
5.19%14.07%5.19%
Reliance Industries Ltd.
Petroleum Products
4.87%9.83%4.87%
Kotak Mahindra Bank Ltd.
Banks
4.23%3.18%3.18%
ICICI Bank Ltd.
Banks
3.11%10.27%3.11%
State Bank of India
Banks
2.74%5.20%2.74%
Larsen & Toubro Ltd.
Construction
2.73%5.21%2.73%
Axis Bank Ltd.
Banks
2.27%4.12%2.27%
Bharti Airtel Ltd.
Telecom - Services
2.06%5.47%2.06%
Infosys Ltd.
IT - Software
1.66%4.84%1.66%
Mahindra & Mahindra Ltd.
Automobiles
1.65%3.17%1.65%

Unique to HDFC BSE Sensex Index

All top holdings are shared with the other fund.

Unique to SBI Equity Savings

  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Sector Overlap Breakdown

Banks
16.5% (5)
Petroleum Products
4.9% (1)
Construction
2.7% (1)
IT - Software
2.6% (3)
Automobiles
2.3% (2)
Telecom - Services
2.1% (1)
Finance
1.3% (2)
Ferrous Metals
1.2% (1)
Transport Services
1.0% (1)
Consumer Durables
0.9% (2)
Retailing
0.9% (2)
Diversified FMCG
0.4% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Cement & Cement Products
0.1% (1)
Power
0.0% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

More comparisons for SBI Equity Savings

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