HDFC Small Cap Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.3%
Low Overlap
6 common stocks · Rank #27641 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (6)

StockWt% in HDFC Small CapWt% in SBI Equity SavingsOverlap
Bank of Baroda
Banks
2.17%4.03%2.17%
Aster DM Healthcare Ltd.
Healthcare Services
1.29%4.21%1.29%
Godrej Consumer Products Ltd.
Personal Products
0.96%1.69%0.96%
Tata Steel Ltd.
Ferrous Metals
1.20%0.88%0.88%
Indian Bank
Banks
0.04%2.56%0.04%
The Federal Bank Ltd.
Banks
0.01%1.66%0.01%

Unique to HDFC Small Cap

  • Firstsource Solutions Ltd.3.20%
  • eClerx Services Limited2.58%
  • Gabriel India Ltd.2.48%
  • Eris Lifesciences Ltd2.40%
  • Fortis Healthcare Limited2.38%
  • Krishna Institute Of Medical Sciences Limited2.22%
  • Great Eastern Shipping Company Ltd.1.87%

Unique to SBI Equity Savings

  • HDFC Bank Ltd.5.19%
  • Reliance Industries Ltd.4.87%
  • Kotak Mahindra Bank Ltd.4.23%
  • ICICI Bank Ltd.3.11%
  • State Bank of India2.74%
  • Larsen & Toubro Ltd.2.73%
  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Axis Bank Ltd.2.27%
  • Bajaj Finserv Ltd.2.26%

Sector Overlap Breakdown

Banks
2.2% (3)
Healthcare Services
1.3% (1)
Personal Products
1.0% (1)
Ferrous Metals
0.9% (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.