HDFC Large and Mid Cap Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · HDFC vs SBI

21.9%
Moderate Overlap
33 common stocks · Rank #9792 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%4.56%3.17%
ICICI Bank Ltd.
Banks
2.33%3.33%2.33%
State Bank of India
Banks
1.83%1.77%1.77%
Maruti Suzuki India Ltd.
Automobiles
1.56%1.27%1.27%
Axis Bank Ltd.
Banks
1.26%2.06%1.26%
Infosys Ltd.
IT - Software
1.20%1.47%1.20%
Larsen & Toubro Ltd.
Construction
1.76%1.09%1.09%
Kotak Mahindra Bank Ltd.
Banks
1.08%1.22%1.08%
Reliance Industries Ltd.
Petroleum Products
2.23%0.94%0.94%
Bajaj Finance Ltd.
Finance
0.96%0.89%0.89%

Unique to HDFC Large and Mid Cap

  • Bharti Airtel Ltd.1.88%
  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Mahindra & Mahindra Financial Services Ltd.1.29%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%

Sector Overlap Breakdown

Banks
9.6% (5)
Automobiles
1.4% (2)
IT - Software
1.4% (2)
Construction
1.1% (1)
Petroleum Products
0.9% (1)
Consumer Durables
0.9% (3)
Finance
0.9% (1)
Industrial Products
0.9% (3)
Non - Ferrous Metals
0.8% (1)
Leisure Services
0.8% (2)
Auto Components
0.7% (2)
Pharmaceuticals & Biotechnology
0.5% (1)
Retailing
0.4% (1)
Realty
0.4% (2)
Cement & Cement Products
0.4% (2)
Chemicals & Petrochemicals
0.3% (1)
Insurance
0.3% (1)
Textiles & Apparels
0.1% (1)
IT - Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for SBI RETIREMENT BENEFIT FUND -

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