HDFC Multi-Asset Allocation Fund vs SBI Innovative Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.6%
Low Overlap
6 common stocks · Rank #27274 of 28,292 pairs
Fund A
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other

Common Holdings (6)

StockWt% in HDFC Multi-Asset AllocationWt% in SBI Innovative OpportunitiesOverlap
Bajaj Finserv Ltd.
Finance
2.61%1.23%1.23%
Maruti Suzuki India Ltd.
Automobiles
1.20%1.61%1.20%
Bajaj Finance Ltd.
Finance
3.31%0.96%0.96%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.87%0.82%0.82%
Lupin Ltd.
Pharmaceuticals & Biotechnology
2.78%0.78%0.78%
Eternal Ltd.
Retailing
7.93%0.57%0.57%

Unique to HDFC Multi-Asset Allocation

  • Reliance Industries Ltd.4.90%
  • ICICI Bank Ltd.4.21%
  • HDFC Bank Ltd.4.14%
  • State Bank of India2.37%
  • Bharti Airtel Ltd.2.34%
  • NTPC Limited2.34%
  • Axis Bank Ltd.1.88%
  • Kotak Mahindra Bank Limited1.76%
  • Larsen and Toubro Ltd.1.69%
  • Oil & Natural Gas Corporation Ltd.1.66%

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

Finance
2.2% (2)
Pharmaceuticals & Biotechnology
1.6% (2)
Automobiles
1.2% (1)
Retailing
0.6% (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.