HDFCTS vs SBI Long Term Advantage Fund - Series V
Portfolio Overlap Analysis · HDFC vs SBI
27.4%
Moderate Overlap
9 common stocks · Rank #6866 of 28,292 pairs
Common Holdings (9)
| Stock | Wt% in HDFCTS | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.30% | 8.87% | 6.30% |
ICICI Bank Ltd. Banks | 5.27% | 9.13% | 5.27% |
State Bank of India Banks | 5.58% | 5.06% | 5.06% |
Maruti Suzuki India Ltd. Automobiles | 4.54% | 4.92% | 4.54% |
SBI Life Insurance Co. Ltd. Insurance | 2.22% | 5.52% | 2.22% |
Infosys Ltd. IT - Software | 3.43% | 1.96% | 1.96% |
Eternal Ltd. Retailing | 3.36% | 0.96% | 0.96% |
Eicher Motors Ltd. Automobiles | 4.37% | 0.87% | 0.87% |
Delhivery Ltd. Transport Services | 2.37% | 0.26% | 0.26% |
Unique to HDFCTS
- Axis Bank Ltd.7.38%
- Kotak Mahindra Bank Limited4.37%
- Bharti Airtel Ltd.3.84%
- Bajaj Auto Limited2.85%
- HCL Technologies Ltd.2.80%
Unique to SBI Long Term Advantage Fund -
- Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
- Sanathan Textiles Ltd.4.62%
- Muthoot Finance Ltd.4.24%
- Bank of Baroda3.52%
- Divi's Laboratories Ltd.3.50%
Sector Overlap Breakdown
Banks16.6% (3)
Automobiles5.4% (2)
Insurance2.2% (1)
IT - Software2.0% (1)
Retailing1.0% (1)
Transport Services0.3% (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 Long Term Advantage Fund -
- vs SBI Long Term Advantage Fund -48.8% · 19 stocks
- vs SBI Long Term Advantage Fund -46.8% · 14 stocks
- vs NIPPON INDIA QUANT33.1% · 10 stocks
- vs SBI Dividend Yield31.4% · 10 stocks
- vs HDFC Flexi Cap30.3% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.