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

Portfolio Overlap Analysis · HDFC vs SBI

12.2%
Low Overlap
21 common stocks · Rank #17868 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
1.53%9.82%1.53%
ICICI Bank Ltd.
Banks
1.17%7.13%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%6.81%1.14%
State Bank of India
Banks
0.94%3.61%0.94%
Larsen & Toubro Ltd.
Construction
0.86%3.63%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%1.41%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
0.66%1.09%0.66%
Infosys Ltd.
IT - Software
0.65%3.29%0.65%
Axis Bank Ltd.
Banks
0.60%2.87%0.60%
Kotak Mahindra Bank Ltd.
Banks
0.53%2.21%0.53%

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
4.8% (5)
Automobiles
1.2% (2)
Petroleum Products
1.1% (1)
IT - Software
0.9% (2)
Construction
0.9% (1)
Finance
0.8% (2)
Cement & Cement Products
0.7% (1)
Non - Ferrous Metals
0.4% (1)
Consumer Durables
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Leisure Services
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Electrical Equipment
0.2% (1)
Realty
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.