HDFC Non-Cyclical Consumer Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · HDFC vs SBI

5.7%
Low Overlap
5 common stocks · Rank #27041 of 28,292 pairs
Fund A
HDFC Non-Cyclical Consumer Fund
HDFC · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (5)

StockWt% in HDFC Non-Cyclical ConsumerWt% in SBI RETIREMENT BENEFIT FUND - Overlap
TVS Motor Company Ltd.
Automobiles
1.97%2.79%1.97%
Asian Paints Ltd.
Consumer Durables
1.47%2.88%1.47%
Sona Blw Precision Forgings Ltd.
Auto Components
1.12%1.83%1.12%
Maruti Suzuki India Ltd.
Automobiles
3.91%0.67%0.67%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.31%0.49%0.49%

Unique to HDFC Non-Cyclical Consumer

  • Eternal Limited9.03%
  • Hindustan Unilever Ltd.8.79%
  • United Spirits Limited5.73%
  • Vishal Mega Mart Limited5.42%
  • Bharti Airtel Ltd.5.33%
  • Godrej Consumer Products Ltd.5.06%
  • Titan Company Ltd.4.64%
  • Varun Beverages Ltd3.78%
  • Britannia Industries Ltd.3.13%
  • Mahindra & Mahindra Ltd.3.03%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.7.65%
  • ICICI Bank Ltd.5.85%
  • Reliance Industries Ltd.5.57%
  • State Bank of India4.50%
  • Larsen & Toubro Ltd.4.38%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Automobiles
2.6% (2)
Consumer Durables
1.5% (1)
Auto Components
1.1% (1)
Chemicals & Petrochemicals
0.5% (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.