HDFC Innovation Fund vs SBI Innovative Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

24.9%
Moderate Overlap
12 common stocks · Rank #8031 of 28,292 pairs
Fund A
HDFC Innovation Fund
HDFC · Equity - Other
Fund B
SBI Innovative Opportunities Fund
SBI · Thematic

Common Holdings (10)

StockWt% in HDFC InnovationWt% in SBI Innovative OpportunitiesOverlap
Eternal Ltd.
Retailing
7.93%8.98%7.93%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.87%4.33%3.87%
Bajaj Finance Ltd.
Finance
3.31%5.12%3.31%
Info Edge (India) Ltd.
Retailing
2.49%2.83%2.49%
PB Fintech Ltd.
Financial Technology (Fintech)
1.42%4.25%1.42%
Sona Blw Precision Forgings Ltd.
Auto Components
2.60%1.36%1.36%
Lupin Ltd.
Pharmaceuticals & Biotechnology
2.78%1.26%1.26%
Amagi Media Labs Ltd.
IT - Services
1.11%0.92%0.92%
Urban Company Ltd.
Retailing
2.46%0.75%0.75%
Lenskart Solutions Ltd.
Retailing
0.67%2.60%0.67%

Unique to HDFC Innovation

  • Bharat Electronics Ltd.4.38%
  • Mahindra & Mahindra Ltd.3.72%
  • Reliance Industries Ltd.3.42%
  • Torrent Pharmaceuticals Ltd.2.66%

Unique to SBI Innovative Opportunities

  • TBO Tek Ltd.6.91%
  • BlackBuck Ltd.5.86%
  • Ather Energy Ltd.4.47%
  • FSN E-Commerce Ventures Ltd.4.27%
  • Meesho Ltd.3.83%
  • Honeywell Automation India Ltd.3.54%
  • Firstsource Solutions Ltd.3.38%

Sector Overlap Breakdown

Retailing
11.8% (4)
Pharmaceuticals & Biotechnology
5.1% (2)
Finance
3.3% (1)
Financial Technology (Fintech)
1.4% (1)
Auto Components
1.4% (1)
IT - Services
0.9% (1)
IT - Software
0.6% (1)
Leisure Services
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Innovation

More comparisons for SBI Innovative Opportunities

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.