HDFC Focused Fund vs SBI Long Term Advantage Fund - Series V
Portfolio Overlap Analysis · HDFC vs SBI
27.0%
Moderate Overlap
7 common stocks · Rank #7034 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in HDFC Focused | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.30% | 9.17% | 6.30% |
State Bank of India Banks | 5.58% | 6.07% | 5.58% |
ICICI Bank Ltd. Banks | 5.27% | 9.50% | 5.27% |
Maruti Suzuki India Ltd. Automobiles | 4.54% | 3.74% | 3.74% |
Eicher Motors Ltd. Automobiles | 4.37% | 2.75% | 2.75% |
SBI Life Insurance Co. Ltd. Insurance | 2.22% | 3.53% | 2.22% |
Eternal Ltd. Retailing | 3.36% | 1.15% | 1.15% |
Unique to HDFC Focused
- Axis Bank Ltd.7.65%
- Kotak Mahindra Bank Limited5.78%
- HCL Technologies Ltd.3.97%
- Cipla Ltd.3.79%
- Bharti Airtel Ltd.3.54%
Unique to SBI Long Term Advantage Fund -
- Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
- Sanathan Textiles Ltd.4.62%
- Muthoot Finance Ltd.4.24%
- Bank of Baroda3.52%
- Divi's Laboratories Ltd.3.50%
Sector Overlap Breakdown
Banks17.1% (3)
Automobiles6.5% (2)
Insurance2.2% (1)
Retailing1.1% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs HDFCTS64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -44.7% · 17 stocks
- vs HDFC BSE Sensex Index43.8% · 12 stocks
- vs Nippon India ETF BSE Sensex43.8% · 12 stocks
More comparisons for SBI Long Term Advantage Fund -
- vs SBI Long Term Advantage Fund -48.8% · 19 stocks
- vs SBI Long Term Advantage Fund -46.8% · 14 stocks
- vs NIPPON INDIA QUANT33.1% · 10 stocks
- vs SBI Dividend Yield31.4% · 10 stocks
- vs HDFC Flexi Cap30.3% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.