HDFC Infrastructure Fund vs SBI Energy Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

17.3%
Low Overlap
9 common stocks · Rank #13047 of 28,292 pairs
Fund A
HDFC Infrastructure Fund
HDFC · Sectoral - Infra
Fund B
SBI Energy Opportunities Fund
SBI · Sectoral - Energy

Common Holdings (9)

StockWt% in HDFC InfrastructureWt% in SBI Energy OpportunitiesOverlap
Kalpataru Projects International Ltd.
Construction
5.58%3.99%3.99%
NTPC Ltd.
Power
4.82%3.48%3.48%
Reliance Industries Ltd.
Petroleum Products
8.29%2.88%2.88%
Bharat Petroleum Corporation Ltd.
Petroleum Products
6.32%1.91%1.91%
Power Finance Corporation Ltd.
Finance
1.98%1.33%1.33%
Indraprastha Gas Ltd.
Gas
2.15%1.13%1.13%
Gujarat State Petronet Ltd.
Gas
5.92%1.01%1.01%
Power Grid Corporation of India Ltd.
Power
1.01%1.98%1.01%
GAIL (India) Ltd.
Gas
6.78%0.53%0.53%

Unique to HDFC Infrastructure

  • Larsen and Toubro Ltd.7.14%
  • ICICI Bank Ltd.6.27%
  • HDFC Bank Ltd.5.14%
  • State Bank of India3.50%
  • J.Kumar Infraprojects Ltd.3.06%
  • InterGlobe Aviation Ltd.3.00%
  • Axis Bank Ltd.2.86%

Unique to SBI Energy Opportunities

  • Indian Oil Corporation Ltd.6.14%
  • Petronet LNG Ltd.4.80%
  • Oil & Natural Gas Corporation Ltd.4.79%
  • HEG Ltd.4.36%

Sector Overlap Breakdown

Petroleum Products
4.8% (2)
Power
4.5% (2)
Construction
4.0% (1)
Gas
2.7% (3)
Finance
1.3% (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.