HDFC Retirement Savings Fund - Equity Plan vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · HDFC vs SBI
40.0%
High Overlap
12 common stocks · Rank #2704 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.66% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 8.46% | 6.31% | 6.31% |
Axis Bank Ltd. Banks | 5.17% | 4.75% | 4.75% |
State Bank of India Banks | 5.61% | 3.44% | 3.44% |
Kotak Mahindra Bank Ltd. Banks | 3.88% | 3.39% | 3.39% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 3.19% | 3.19% |
Infosys Ltd. IT - Software | 4.96% | 2.98% | 2.98% |
Reliance Industries Ltd. Petroleum Products | 2.54% | 3.99% | 2.54% |
Larsen & Toubro Ltd. Construction | 5.06% | 2.45% | 2.45% |
Eicher Motors Ltd. Automobiles | 2.19% | 1.72% | 1.72% |
Unique to HDFC Retirement Savings Fund -
- Bharti Airtel Ltd.2.69%
- Tata Consultancy Services Ltd.2.64%
Unique to SBI ESG Exclusionary Strategy
- Bajaj Finance Ltd.3.78%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks25.5% (5)
Automobiles4.9% (2)
IT - Software3.0% (1)
Petroleum Products2.5% (1)
Construction2.5% (1)
Healthcare Services1.0% (1)
Industrial Products0.6% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs HDFC BSE Sensex Index49.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.