HDFC Housing Opportunities Fund vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · HDFC vs SBI
39.0%
Moderate Overlap
9 common stocks · Rank #2917 of 28,292 pairs
Common Holdings (9)
| Stock | Wt% in HDFC Housing Opportunities | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.66% | 8.72% | 8.66% |
ICICI Bank Ltd. Banks | 8.46% | 7.32% | 7.32% |
State Bank of India Banks | 5.61% | 8.03% | 5.61% |
Larsen & Toubro Ltd. Construction | 5.06% | 9.42% | 5.06% |
Axis Bank Ltd. Banks | 5.17% | 4.35% | 4.35% |
Ultratech Cement Ltd. Cement & Cement Products | 3.74% | 4.48% | 3.74% |
Hindalco Industries Ltd. Non - Ferrous Metals | 2.81% | 2.18% | 2.18% |
Asian Paints Ltd. Consumer Durables | 2.58% | 1.68% | 1.68% |
Kajaria Ceramics Ltd. Consumer Durables | 1.17% | 0.39% | 0.39% |
Unique to HDFC Housing Opportunities
- NTPC Limited7.51%
- Ambuja Cements Ltd.6.29%
- Tata Steel Ltd.5.01%
- Kalpataru Projects International Ltd4.87%
Unique to SBI ESG Exclusionary Strategy
- Infosys Ltd.4.96%
- Maruti Suzuki India Ltd.4.14%
- Kotak Mahindra Bank Ltd.3.88%
- Bajaj Finance Ltd.3.78%
Sector Overlap Breakdown
Banks25.9% (4)
Construction5.1% (1)
Cement & Cement Products3.7% (1)
Non - Ferrous Metals2.2% (1)
Consumer Durables2.1% (2)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Housing Opportunities
- vs ICICI PRUDENTIAL HOUSING OPPOR54.8% · 18 stocks
- vs HDFC Infrastructure42.2% · 15 stocks
- vs ICICI Prudential Business Cycl38.2% · 12 stocks
- vs HDFC BSE Sensex Index37.0% · 9 stocks
- vs SBI BSE Sensex ETF37.0% · 9 stocks
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs HDFC BSE Sensex Index49.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.