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

Portfolio Overlap Analysis · HDFC vs SBI

11.5%
Low Overlap
22 common stocks · Rank #18574 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
1.53%4.39%1.53%
ICICI Bank Ltd.
Banks
1.17%3.18%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%2.71%1.14%
State Bank of India
Banks
0.94%1.34%0.94%
Larsen & Toubro Ltd.
Construction
0.86%1.84%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%1.39%0.77%
Infosys Ltd.
IT - Software
0.65%1.45%0.65%
Axis Bank Ltd.
Banks
0.60%2.75%0.60%
Kotak Mahindra Bank Ltd.
Banks
0.53%1.44%0.53%
Timken India Ltd.
Industrial Products
0.44%1.10%0.44%

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.0.66%

Sector Overlap Breakdown

Banks
4.8% (5)
Petroleum Products
1.1% (1)
IT - Software
0.9% (2)
Construction
0.9% (1)
Automobiles
0.8% (1)
Industrial Products
0.5% (2)
Leisure Services
0.5% (2)
Auto Components
0.5% (2)
Finance
0.4% (1)
IT - Services
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Consumer Durables
0.2% (1)
Electrical Equipment
0.2% (1)
Textiles & Apparels
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.