HDFC500ETF vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · HDFC vs SBI

14.2%
Low Overlap
46 common stocks · Rank #15937 of 28,292 pairs
Fund A
HDFC500ETF
HDFC · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in HDFC500ETFWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
1.53%7.01%1.53%
ICICI Bank Ltd.
Banks
1.17%5.11%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%4.90%1.14%
State Bank of India
Banks
0.94%2.59%0.94%
Larsen & Toubro Ltd.
Construction
0.86%2.60%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%1.02%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
0.66%0.77%0.66%
Infosys Ltd.
IT - Software
0.65%2.41%0.65%
Axis Bank Ltd.
Banks
0.60%2.05%0.60%
Kotak Mahindra Bank Ltd.
Banks
0.53%1.59%0.53%

Unique to HDFC500ETF

  • Bharti Airtel Ltd.2.73%
  • Mahindra & Mahindra Ltd.1.58%

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
4.8% (5)
Automobiles
1.2% (2)
Petroleum Products
1.1% (1)
Construction
0.9% (1)
IT - Software
0.9% (2)
Finance
0.8% (2)
Cement & Cement Products
0.7% (2)
Consumer Durables
0.6% (4)
Realty
0.4% (3)
Non - Ferrous Metals
0.4% (1)
Leisure Services
0.4% (2)
Chemicals & Petrochemicals
0.4% (2)
Auto Components
0.3% (4)
Pharmaceuticals & Biotechnology
0.3% (2)
Electrical Equipment
0.2% (2)
Industrial Products
0.2% (3)
Retailing
0.2% (1)
Power
0.2% (1)
Insurance
0.1% (1)
Textiles & Apparels
0.1% (1)
Healthcare Services
0.1% (1)
IT - Services
0.1% (1)
Industrial Manufacturing
0.0% (1)
Agricultural Food & other Products
0.0% (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.