HDFC NIFTY200 MOMENTUM 30 INDEX FUND vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · HDFC vs SBI
25.0%
Moderate Overlap
8 common stocks · Rank #8005 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in HDFC NIFTY200 MOMENTUM 30 INDE | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
State Bank of India Banks | 5.61% | 6.10% | 5.61% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 4.39% | 4.14% |
Bajaj Finance Ltd. Finance | 3.78% | 4.88% | 3.78% |
Hindalco Industries Ltd. Non - Ferrous Metals | 2.81% | 5.19% | 2.81% |
TVS Motor Company Ltd. Automobiles | 2.72% | 4.57% | 2.72% |
Asian Paints Ltd. Consumer Durables | 2.58% | 4.24% | 2.58% |
Eicher Motors Ltd. Automobiles | 2.19% | 5.36% | 2.19% |
FSN E-Commerce Ventures Ltd. Retailing | 1.18% | 1.97% | 1.18% |
Unique to HDFC NIFTY200 MOMENTUM 30 INDE
- Shriram Finance Ltd.5.51%
- Bharti Airtel Ltd.4.37%
- Hero MotoCorp Ltd.4.13%
Unique to SBI ESG Exclusionary Strategy
- HDFC Bank Ltd.8.66%
- ICICI Bank Ltd.8.46%
- Axis Bank Ltd.5.17%
- Larsen & Toubro Ltd.5.06%
- Infosys Ltd.4.96%
- Kotak Mahindra Bank Ltd.3.88%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Automobiles9.1% (3)
Banks5.6% (1)
Finance3.8% (1)
Non - Ferrous Metals2.8% (1)
Consumer Durables2.6% (1)
Retailing1.2% (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.