HDFC NIFTY 100 Index Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · HDFC vs SBI

39.3%
Moderate Overlap
21 common stocks · Rank #2849 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
6.30%9.82%6.30%
ICICI Bank Ltd.
Banks
4.67%7.13%4.67%
Reliance Industries Ltd.
Petroleum Products
4.42%6.81%4.42%
Larsen & Toubro Ltd.
Construction
3.54%3.63%3.54%
State Bank of India
Banks
3.51%3.61%3.51%
Infosys Ltd.
IT - Software
2.53%3.29%2.53%
Axis Bank Ltd.
Banks
2.46%2.87%2.46%
Kotak Mahindra Bank Ltd.
Banks
2.11%2.21%2.11%
Bajaj Finance Ltd.
Finance
1.88%1.91%1.88%
Maruti Suzuki India Ltd.
Automobiles
3.16%1.41%1.41%

Unique to HDFC NIFTY 100 Index

  • Bharti Airtel Ltd.3.79%
  • ITC LIMITED2.19%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.2.58%

Sector Overlap Breakdown

Banks
19.1% (5)
Petroleum Products
4.4% (1)
Construction
3.5% (1)
IT - Software
2.8% (2)
Finance
2.7% (2)
Automobiles
2.1% (2)
Cement & Cement Products
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Consumer Durables
0.8% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Leisure Services
0.4% (1)
Chemicals & Petrochemicals
0.3% (1)
Realty
0.3% (1)
Electrical Equipment
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY 100 Index

More comparisons for SBI RETIREMENT BENEFIT FUND -

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