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

Portfolio Overlap Analysis · HDFC vs SBI

25.6%
Moderate Overlap
7 common stocks · Rank #7748 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 VI
SBI · Equity - Other

Common Holdings (7)

StockWt% in HDFC NIFTY Top 20 Equal WeightWt% in SBI Long Term Advantage Fund -Overlap
Axis Bank Ltd.
Banks
4.85%5.88%4.85%
HDFC Bank Ltd.
Banks
5.04%4.67%4.67%
Larsen & Toubro Ltd.
Construction
4.54%5.52%4.54%
Bharti Airtel Ltd.
Telecom - Services
4.12%4.66%4.12%
Maruti Suzuki India Ltd.
Automobiles
2.51%4.67%2.51%
Eternal Ltd.
Retailing
2.46%4.56%2.46%
Kotak Mahindra Bank Ltd.
Banks
2.40%5.01%2.40%

Unique to HDFC NIFTY Top 20 Equal Weight

  • State Bank of India6.49%
  • Titan Company Ltd.5.66%
  • Tata Motors Passenger Vehicles Limited5.57%
  • ICICI Bank Ltd.5.33%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks
11.9% (3)
Construction
4.5% (1)
Telecom - Services
4.1% (1)
Automobiles
2.5% (1)
Retailing
2.5% (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.