HDFC MNC Fund vs SBI Balanced Advantage Fund

Portfolio Overlap Analysis · SBI vs HDFC

5.4%
Low Overlap
11 common stocks · Rank #27559 of 28,282 pairs
Fund A
HDFC MNC Fund
HDFC · Equity - Other
Fund B
SBI Balanced Advantage Fund
SBI · Balanced Advantage

Common Holdings (10)

StockWt% in HDFC MNCWt% in SBI Balanced AdvantageOverlap
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
1.70%1.30%1.30%
Maruti Suzuki India Ltd.
Automobiles
6.57%0.99%0.99%
United Spirits Ltd.
Beverages
6.09%0.76%0.76%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.58%2.11%0.58%
Cummins India Ltd.
Industrial Products
2.46%0.57%0.57%
Sona Blw Precision Forgings Ltd.
Auto Components
1.03%0.51%0.51%
Hindustan Unilever Ltd.
Diversified FMCG
7.27%0.24%0.24%
Lupin Ltd.
Pharmaceuticals & Biotechnology
3.00%0.23%0.23%
Nestle India Ltd.
Food Products
7.60%0.13%0.13%
Vedanta Ltd.
Diversified Metals
2.07%0.09%0.09%

Unique to HDFC MNC

  • Britannia Industries Ltd.7.71%
  • Fortis Healthcare Limited6.34%
  • Ambuja Cements Ltd.5.80%
  • ESCORTS KUBOTA LIMITED4.58%
  • Bosch Limited4.04%
  • Timken India Ltd.3.99%

Unique to SBI Balanced Advantage

  • Reliance Industries Ltd.5.22%
  • HDFC Bank Ltd.4.83%
  • GAIL (India) Ltd.2.50%
  • Tata Steel Ltd.2.10%
  • Axis Bank Ltd.2.04%
  • Larsen & Toubro Ltd.1.99%
  • Punjab National Bank1.96%
  • Tech Mahindra Ltd.1.82%
  • Mahindra & Mahindra Ltd.1.81%

Sector Overlap Breakdown

Automobiles
1.6% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Beverages
0.8% (1)
Industrial Products
0.6% (1)
Auto Components
0.5% (1)
Diversified FMCG
0.2% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Food Products
0.1% (2)
Diversified Metals
0.1% (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.