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

Portfolio Overlap Analysis · HDFC vs SBI

23.1%
Moderate Overlap
21 common stocks · Rank #9068 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%9.82%3.17%
ICICI Bank Ltd.
Banks
2.33%7.13%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%6.81%2.23%
State Bank of India
Banks
1.83%3.61%1.83%
Larsen & Toubro Ltd.
Construction
1.76%3.63%1.76%
Maruti Suzuki India Ltd.
Automobiles
1.56%1.41%1.41%
Axis Bank Ltd.
Banks
1.26%2.87%1.26%
Infosys Ltd.
IT - Software
1.20%3.29%1.20%
Ultratech Cement Ltd.
Cement & Cement Products
1.34%1.09%1.09%
Kotak Mahindra Bank Ltd.
Banks
1.08%2.21%1.08%

Unique to HDFC NIFTY 100 Index

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

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
9.7% (5)
Petroleum Products
2.2% (1)
Automobiles
2.1% (2)
Construction
1.8% (1)
Finance
1.6% (2)
IT - Software
1.5% (2)
Cement & Cement Products
1.1% (1)
Non - Ferrous Metals
0.8% (1)
Consumer Durables
0.6% (1)
Pharmaceuticals & Biotechnology
0.5% (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.