HDFC Nifty 50 Index Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · HDFC vs SBI
44.9%
High Overlap
14 common stocks · Rank #1780 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Nifty 50 Index | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.65% | 11.83% | 7.65% |
ICICI Bank Ltd. Banks | 5.85% | 8.58% | 5.85% |
Reliance Industries Ltd. Petroleum Products | 5.57% | 8.20% | 5.57% |
Larsen & Toubro Ltd. Construction | 4.38% | 4.38% | 4.38% |
State Bank of India Banks | 4.50% | 4.34% | 4.34% |
Infosys Ltd. IT - Software | 3.02% | 3.97% | 3.02% |
Axis Bank Ltd. Banks | 2.99% | 3.45% | 2.99% |
Kotak Mahindra Bank Ltd. Banks | 2.64% | 2.66% | 2.64% |
Bajaj Finance Ltd. Finance | 2.31% | 2.30% | 2.30% |
Maruti Suzuki India Ltd. Automobiles | 3.91% | 1.70% | 1.70% |
Unique to HDFC Nifty 50 Index
- Bharti Airtel Ltd.4.56%
- Mahindra & Mahindra Ltd.2.64%
Unique to SBI RETIREMENT BENEFIT FUND -
- Ultratech Cement Ltd.2.98%
Sector Overlap Breakdown
Banks23.5% (5)
Petroleum Products5.6% (1)
Construction4.4% (1)
Finance3.3% (2)
IT - Software3.0% (1)
Automobiles1.7% (1)
Cement & Cement Products1.3% (1)
Non - Ferrous Metals1.2% (1)
Consumer Durables0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy72.3% · 35 stocks
- vs SBI Dividend Yield47.0% · 20 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
- vs SBI Large Cap45.0% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.