HDFCTS vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · HDFC vs SBI
45.8%
High Overlap
13 common stocks · Rank #1625 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFCTS | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.66% | 8.87% | 8.66% |
ICICI Bank Ltd. Banks | 8.46% | 9.13% | 8.46% |
Axis Bank Ltd. Banks | 5.17% | 7.38% | 5.17% |
State Bank of India Banks | 5.61% | 5.06% | 5.06% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 4.92% | 4.14% |
Kotak Mahindra Bank Ltd. Banks | 3.88% | 4.37% | 3.88% |
Reliance Industries Ltd. Petroleum Products | 2.54% | 2.79% | 2.54% |
Infosys Ltd. IT - Software | 4.96% | 1.96% | 1.96% |
Larsen & Toubro Ltd. Construction | 5.06% | 1.63% | 1.63% |
Britannia Industries Ltd. Food Products | 1.47% | 1.39% | 1.39% |
Unique to HDFCTS
- SBI Life Insurance Company Ltd.5.52%
- Bharti Airtel Ltd.3.84%
- Bajaj Auto Limited2.85%
- HCL Technologies Ltd.2.80%
Unique to SBI ESG Exclusionary Strategy
- Bajaj Finance Ltd.3.78%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks31.2% (5)
Automobiles5.0% (2)
Petroleum Products2.5% (1)
IT - Software2.0% (1)
Construction1.6% (1)
Food Products1.4% (1)
Leisure Services1.1% (1)
Healthcare Services1.0% (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 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.