HDFC NIFTY Top 20 Equal Weight Index Fund vs SBI Long Term Advantage Fund - Series III

Portfolio Overlap Analysis · HDFC vs SBI

33.9%
Moderate Overlap
7 common stocks · Rank #4382 of 28,292 pairs
Fund A
HDFC NIFTY Top 20 Equal Weight Index Fund
HDFC · Equity - Other

Common Holdings (7)

StockWt% in HDFC NIFTY Top 20 Equal WeightWt% in SBI Long Term Advantage Fund -Overlap
Axis Bank Ltd.
Banks
5.66%5.88%5.66%
Larsen & Toubro Ltd.
Construction
5.19%5.52%5.19%
State Bank of India
Banks
5.10%6.49%5.10%
ICICI Bank Ltd.
Banks
4.95%5.33%4.95%
Reliance Industries Ltd.
Petroleum Products
8.10%4.67%4.67%
HDFC Bank Ltd.
Banks
5.92%4.67%4.67%
Kotak Mahindra Bank Ltd.
Banks
3.62%5.01%3.62%

Unique to HDFC NIFTY Top 20 Equal Weight

  • Titan Company Ltd.5.66%
  • Tata Motors Passenger Vehicles Limited5.57%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%

Unique to SBI Long Term Advantage Fund -

  • Aster DM Healthcare Ltd.5.46%
  • Bank of Baroda3.41%
  • Bajaj Finserv Ltd.3.17%

Sector Overlap Breakdown

Banks
24.0% (5)
Construction
5.2% (1)
Petroleum Products
4.7% (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.