HDFCV20ETF vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
Portfolio Overlap Analysis · HDFC vs SBI
5.1%
Low Overlap
7 common stocks · Rank #28129 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in HDFCV20ETF | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 1.17% | 15.79% | 1.17% |
State Bank of India Banks | 0.94% | 11.29% | 0.94% |
Maruti Suzuki India Ltd. Automobiles | 0.77% | 4.42% | 0.77% |
Infosys Ltd. IT - Software | 0.65% | 10.32% | 0.65% |
Axis Bank Ltd. Banks | 0.60% | 8.98% | 0.60% |
Kotak Mahindra Bank Ltd. Banks | 0.53% | 6.92% | 0.53% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.40% | 3.03% | 0.40% |
Unique to HDFCV20ETF
- ITC LIMITED6.85%
- Tata Consultancy Services Ltd.6.10%
- NTPC Limited4.10%
- HCL Technologies Ltd.3.32%
Unique to SBI RETIREMENT BENEFIT FUND -
- HDFC Bank Ltd.1.53%
- Reliance Industries Ltd.1.14%
- Larsen & Toubro Ltd.0.86%
- Ultratech Cement Ltd.0.66%
Sector Overlap Breakdown
Banks3.2% (4)
Automobiles0.8% (1)
IT - Software0.7% (1)
Non - Ferrous Metals0.4% (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.