HDFC Focused Fund vs SBI Multi Asset Allocation Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.2%
Low Overlap
9 common stocks · Rank #27848 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
SBI Multi Asset Allocation Fund
SBI · Equity - Other

Common Holdings (9)

StockWt% in HDFC FocusedWt% in SBI Multi Asset AllocationOverlap
HDFC Bank Ltd.
Banks
1.44%9.17%1.44%
State Bank of India
Banks
0.70%6.07%0.70%
Axis Bank Ltd.
Banks
0.68%7.65%0.68%
HCL Technologies Ltd.
IT - Software
0.66%3.97%0.66%
FSN E-Commerce Ventures Ltd.
Retailing
0.54%1.96%0.54%
Restaurant Brands Asia Ltd.
Leisure Services
1.18%0.52%0.52%
ICICI Bank Ltd.
Banks
0.27%9.50%0.27%
Tata Steel Ltd.
Ferrous Metals
0.25%2.50%0.25%
Bharti Airtel Ltd.
Telecom - Services
0.18%3.54%0.18%

Unique to HDFC Focused

  • Kotak Mahindra Bank Limited5.78%
  • Cipla Ltd.3.79%
  • Maruti Suzuki India Limited3.74%
  • SBI Life Insurance Company Ltd.3.53%

Unique to SBI Multi Asset Allocation

  • Brookfield India Real Estate Trust3.42%
  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Oil & Natural Gas Corporation Ltd.1.97%
  • Punjab National Bank1.66%
  • The Federal Bank Ltd.1.65%
  • Reliance Industries Ltd.1.46%
  • Biocon Ltd.1.44%
  • Indus Towers Ltd.1.39%

Sector Overlap Breakdown

Banks
3.1% (4)
IT - Software
0.7% (1)
Retailing
0.5% (1)
Leisure Services
0.5% (1)
Ferrous Metals
0.3% (1)
Telecom - Services
0.2% (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.