HDFC BSE Sensex Index Fund vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · SBI vs HDFC

24.1%
Moderate Overlap
7 common stocks · Rank #8510 of 28,282 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (7)

StockWt% in HDFC BSE Sensex IndexWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
14.07%5.04%5.04%
Larsen & Toubro Ltd.
Construction
5.21%4.54%4.54%
Bharti Airtel Ltd.
Telecom - Services
5.47%4.12%4.12%
Axis Bank Ltd.
Banks
4.12%4.85%4.12%
Kotak Mahindra Bank Ltd.
Banks
3.18%2.40%2.40%
Maruti Suzuki India Ltd.
Automobiles
2.05%2.51%2.05%
Eternal Ltd.
Retailing
1.78%2.46%1.78%

Unique to HDFC BSE Sensex Index

  • ICICI Bank Ltd.10.27%
  • Reliance Industries Ltd.9.83%
  • State Bank of India5.20%
  • Infosys Limited4.84%
  • Mahindra & Mahindra Ltd.3.17%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks
11.6% (3)
Construction
4.5% (1)
Telecom - Services
4.1% (1)
Automobiles
2.0% (1)
Retailing
1.8% (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.