HDFC Value Fund vs SBI Flexicap Fund

Portfolio Overlap Analysis · SBI vs HDFC

39.8%
Moderate Overlap
19 common stocks · Rank #2751 of 28,282 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
SBI Flexicap Fund
SBI · Flexi Cap

Common Holdings (10)

StockWt% in HDFC ValueWt% in SBI FlexicapOverlap
ICICI Bank Ltd.
Banks
6.98%5.89%5.89%
HDFC Bank Ltd.
Banks
6.19%5.70%5.70%
Axis Bank Ltd.
Banks
4.57%5.65%4.57%
Larsen & Toubro Ltd.
Construction
3.03%4.77%3.03%
Bharti Airtel Ltd.
Telecom - Services
3.30%2.69%2.69%
Infosys Ltd.
IT - Software
3.07%2.23%2.23%
SBI Life Insurance Co. Ltd.
Insurance
2.34%2.07%2.07%
Reliance Industries Ltd.
Petroleum Products
1.89%2.93%1.89%
NTPC Ltd.
Power
2.58%1.77%1.77%
Eicher Motors Ltd.
Automobiles
1.51%3.36%1.51%

Unique to HDFC Value

  • State Bank of India4.46%
  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to SBI Flexicap

  • Kotak Mahindra Bank Ltd.3.57%
  • Tata Steel Ltd.3.32%

Sector Overlap Breakdown

Banks
16.2% (3)
Insurance
3.4% (2)
Construction
3.0% (1)
Automobiles
2.9% (2)
Telecom - Services
2.7% (1)
IT - Software
2.2% (1)
Petroleum Products
1.9% (1)
Power
1.8% (1)
Capital Markets
1.3% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Ferrous Metals
0.9% (1)
Finance
0.8% (1)
Healthcare Services
0.7% (1)
Auto Components
0.6% (1)
Retailing
0.4% (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.