HDFC Multi Cap Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · HDFC vs SBI

22.1%
Moderate Overlap
22 common stocks · Rank #9692 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%4.39%3.17%
ICICI Bank Ltd.
Banks
2.33%3.18%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%2.71%2.23%
Larsen & Toubro Ltd.
Construction
1.76%1.84%1.76%
Maruti Suzuki India Ltd.
Automobiles
1.56%1.39%1.39%
State Bank of India
Banks
1.83%1.34%1.34%
Axis Bank Ltd.
Banks
1.26%2.75%1.26%
Infosys Ltd.
IT - Software
1.20%1.45%1.20%
Kotak Mahindra Bank Ltd.
Banks
1.08%1.44%1.08%
Bajaj Finance Ltd.
Finance
0.96%1.22%0.96%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • Bharti Airtel Ltd.2.01%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%

Sector Overlap Breakdown

Banks
9.2% (5)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
IT - Software
1.5% (2)
Automobiles
1.4% (1)
Leisure Services
1.1% (2)
Industrial Products
1.1% (2)
Finance
1.0% (1)
Auto Components
0.9% (2)
IT - Services
0.5% (1)
Electrical Equipment
0.4% (1)
Textiles & Apparels
0.4% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Consumer Durables
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

More comparisons for SBI RETIREMENT BENEFIT FUND -

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