HDFCTS vs SBI Banking And Financial Services Fund
Portfolio Overlap Analysis · HDFC vs SBI
37.5%
Moderate Overlap
8 common stocks · Rank #3298 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in HDFCTS | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.46% | 9.13% | 9.13% |
Axis Bank Ltd. Banks | 9.37% | 7.38% | 7.38% |
HDFC Bank Ltd. Banks | 6.80% | 8.87% | 6.80% |
State Bank of India Banks | 10.45% | 5.06% | 5.06% |
Kotak Mahindra Bank Ltd. Banks | 8.50% | 4.37% | 4.37% |
SBI Life Insurance Co. Ltd. Insurance | 3.29% | 5.52% | 3.29% |
Star Health & Allied Insurance Co. Ltd. Insurance | 1.44% | 0.84% | 0.84% |
ICICI Prudential Asset Management Company Ltd. Capital Markets | 0.62% | 0.62% | 0.62% |
Unique to HDFCTS
- Maruti Suzuki India Limited4.92%
- Bharti Airtel Ltd.3.84%
- Bajaj Auto Limited2.85%
- HCL Technologies Ltd.2.80%
Unique to SBI Banking And Financial Serv
- Bajaj Finserv Ltd.6.34%
- Muthoot Finance Ltd.4.30%
- Multi Commodity Exchange of India Ltd.3.20%
- Bank of Baroda3.00%
Sector Overlap Breakdown
Banks32.7% (5)
Insurance4.1% (2)
Capital Markets0.6% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFCTS
- vs HDFC Flexi Cap70.0% · 35 stocks
- vs HDFC Focused64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -57.2% · 32 stocks
- vs SBI Nifty Index54.3% · 25 stocks
- vs SBI Nifty 50 ETF54.3% · 25 stocks
More comparisons for SBI Banking And Financial Serv
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs HDFC Banking & Financial Servi55.3% · 13 stocks
- vs NIPPON INDIA ETF NIFTY BANK BE52.2% · 7 stocks
- vs Nippon India Nifty Bank Index52.2% · 7 stocks
- vs SBI Nifty Bank ETF52.2% · 7 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.