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

Portfolio Overlap Analysis · HDFC vs SBI

13.4%
Low Overlap
33 common stocks · Rank #16697 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
1.53%4.56%1.53%
ICICI Bank Ltd.
Banks
1.17%3.33%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%0.94%0.94%
State Bank of India
Banks
0.94%1.77%0.94%
Larsen & Toubro Ltd.
Construction
0.86%1.09%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%1.27%0.77%
Infosys Ltd.
IT - Software
0.65%1.47%0.65%
Axis Bank Ltd.
Banks
0.60%2.06%0.60%
Kotak Mahindra Bank Ltd.
Banks
0.53%1.22%0.53%
Timken India Ltd.
Industrial Products
0.44%0.49%0.44%

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.0.66%

Sector Overlap Breakdown

Banks
4.8% (5)
Petroleum Products
0.9% (1)
Automobiles
0.9% (2)
Construction
0.9% (1)
IT - Software
0.8% (2)
Industrial Products
0.7% (3)
Consumer Durables
0.7% (3)
Leisure Services
0.5% (2)
Auto Components
0.5% (2)
Finance
0.4% (1)
Non - Ferrous Metals
0.4% (1)
Cement & Cement Products
0.3% (2)
Realty
0.3% (2)
Insurance
0.2% (1)
Retailing
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Pharmaceuticals & Biotechnology
0.2% (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.