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

Portfolio Overlap Analysis · HDFC vs SBI

26.9%
Moderate Overlap
6 common stocks · Rank #7115 of 28,292 pairs
Fund A
HDFC NIFTY Top 20 Equal Weight Index Fund
HDFC · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (6)

StockWt% in HDFC NIFTY Top 20 Equal WeightWt% in SBI Long Term Advantage Fund -Overlap
State Bank of India
Banks
5.58%6.49%5.58%
ICICI Bank Ltd.
Banks
5.27%5.33%5.27%
HDFC Bank Ltd.
Banks
6.30%4.67%4.67%
Maruti Suzuki India Ltd.
Automobiles
4.54%4.67%4.54%
Infosys Ltd.
IT - Software
3.43%4.10%3.43%
Eternal Ltd.
Retailing
3.36%4.56%3.36%

Unique to HDFC NIFTY Top 20 Equal Weight

  • Axis Bank Ltd.5.88%
  • Titan Company Ltd.5.66%
  • Tata Motors Passenger Vehicles Limited5.57%
  • Larsen and Toubro Ltd.5.52%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%
  • Kotak Mahindra Bank Limited5.01%

Unique to SBI Long Term Advantage Fund -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • Sanathan Textiles Ltd.4.62%
  • Eicher Motors Ltd.4.37%
  • Muthoot Finance Ltd.4.24%
  • Bank of Baroda3.52%
  • Divi's Laboratories Ltd.3.50%

Sector Overlap Breakdown

Banks
15.5% (3)
Automobiles
4.5% (1)
IT - Software
3.4% (1)
Retailing
3.4% (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.