HDFC Nifty500 Multicap 50.25.25 Index Fund vs SBI Multi Asset Allocation Fund
Portfolio Overlap Analysis · SBI vs HDFC
13.7%
Low Overlap
47 common stocks · Rank #16391 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Nifty500 Multicap 50.25.2 | Wt% in SBI Multi Asset Allocation | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 3.41% | 1.46% | 1.46% |
HDFC Bank Ltd. Banks | 4.92% | 1.44% | 1.44% |
ITC Ltd. Diversified FMCG | 1.09% | 0.73% | 0.73% |
State Bank of India Banks | 1.81% | 0.70% | 0.70% |
Axis Bank Ltd. Banks | 1.44% | 0.68% | 0.68% |
HCL Technologies Ltd. IT - Software | 0.53% | 0.66% | 0.53% |
The Federal Bank Ltd. Banks | 0.49% | 1.65% | 0.49% |
Bajaj Finserv Ltd. Finance | 0.41% | 0.61% | 0.41% |
Oil & Natural Gas Corporation Ltd. Oil | 0.39% | 1.97% | 0.39% |
Indus Towers Ltd. Telecom - Services | 0.39% | 1.39% | 0.39% |
Unique to HDFC Nifty500 Multicap 50.25.2
- ICICI Bank Ltd.3.57%
- Bharti Airtel Ltd.1.90%
- Larsen and Toubro Ltd.1.82%
- Infosys Limited1.65%
- Kotak Mahindra Bank Limited1.11%
- Mahindra & Mahindra Ltd.1.10%
Unique to SBI Multi Asset Allocation
- Brookfield India Real Estate Trust3.42%
- GAIL (India) Ltd.2.42%
- Bandhan Bank Ltd.2.28%
- Punjab National Bank1.66%
- Biocon Ltd.1.44%
Sector Overlap Breakdown
Banks4.2% (8)
Petroleum Products1.7% (2)
IT - Software1.5% (5)
Diversified FMCG0.7% (1)
Finance0.6% (2)
Oil0.6% (2)
Telecom - Services0.6% (2)
Personal Products0.5% (3)
Fertilizers & Agrochemicals0.4% (2)
Ferrous Metals0.4% (2)
Retailing0.4% (2)
Pharmaceuticals & Biotechnology0.3% (2)
Financial Technology (Fintech)0.3% (1)
Construction0.2% (2)
Insurance0.2% (2)
Gas0.2% (1)
Auto Components0.1% (1)
Beverages0.1% (1)
Leisure Services0.1% (1)
Capital Markets0.1% (1)
Power0.1% (1)
IT - Services0.1% (1)
Entertainment0.1% (1)
Cement & Cement Products0.0% (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.