HDFCTS vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · SBI vs HDFC

25.1%
Moderate Overlap
10 common stocks · Rank #7972 of 28,282 pairs
Fund A
HDFCTS
HDFC · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFCTSWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
8.87%5.04%5.04%
Axis Bank Ltd.
Banks
7.38%4.85%4.85%
Bharti Airtel Ltd.
Telecom - Services
3.84%4.12%3.84%
Maruti Suzuki India Ltd.
Automobiles
4.92%2.51%2.51%
Kotak Mahindra Bank Ltd.
Banks
4.37%2.40%2.40%
SBI Life Insurance Co. Ltd.
Insurance
5.52%2.35%2.35%
Larsen & Toubro Ltd.
Construction
1.63%4.54%1.63%
Jubilant Foodworks Ltd.
Leisure Services
1.24%1.68%1.24%
Eternal Ltd.
Retailing
0.96%2.46%0.96%
Delhivery Ltd.
Transport Services
0.26%3.11%0.26%

Unique to HDFCTS

  • ICICI Bank Ltd.9.13%
  • State Bank of India5.06%
  • Bajaj Auto Limited2.85%
  • HCL Technologies Ltd.2.80%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%

Sector Overlap Breakdown

Banks
12.3% (3)
Telecom - Services
3.8% (1)
Automobiles
2.5% (1)
Insurance
2.4% (1)
Construction
1.6% (1)
Leisure Services
1.2% (1)
Retailing
1.0% (1)
Transport Services
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFCTS

More comparisons for SBI Long Term Advantage Fund -

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.