HDFC Nifty LargeMidcap 250 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · HDFC vs SBI

14.8%
Low Overlap
38 common stocks · Rank #15390 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
1.53%4.88%1.53%
ICICI Bank Ltd.
Banks
1.17%3.54%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%3.38%1.14%
State Bank of India
Banks
0.94%1.79%0.94%
Larsen & Toubro Ltd.
Construction
0.86%1.81%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%0.70%0.70%
Infosys Ltd.
IT - Software
0.65%1.64%0.65%
Axis Bank Ltd.
Banks
0.60%1.43%0.60%
Ultratech Cement Ltd.
Cement & Cement Products
0.66%0.54%0.54%
Kotak Mahindra Bank Ltd.
Banks
0.53%1.10%0.53%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bharti Airtel Ltd.1.88%
  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
4.8% (5)
Petroleum Products
1.1% (1)
Automobiles
1.0% (2)
Construction
0.9% (1)
IT - Software
0.8% (2)
Finance
0.8% (2)
Consumer Durables
0.8% (3)
Auto Components
0.6% (3)
Realty
0.6% (3)
Cement & Cement Products
0.5% (1)
Leisure Services
0.5% (2)
Pharmaceuticals & Biotechnology
0.4% (2)
Non - Ferrous Metals
0.4% (1)
Power
0.3% (1)
Electrical Equipment
0.3% (2)
Insurance
0.2% (1)
Retailing
0.2% (1)
Textiles & Apparels
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Industrial Products
0.1% (1)
IT - Services
0.1% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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