ICICI Prudential Banking & Financial Services Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
Portfolio Overlap Analysis · ICICI vs SBI
5.2%
Low Overlap
7 common stocks · Rank #27873 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in ICICI Prudential Banking & Fin | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 1.53% | 18.30% | 1.53% |
ICICI Bank Ltd. Banks | 1.17% | 21.02% | 1.17% |
State Bank of India Banks | 0.94% | 7.61% | 0.94% |
Axis Bank Ltd. Banks | 0.60% | 8.13% | 0.60% |
Bajaj Finance Ltd. Finance | 0.44% | 0.49% | 0.44% |
Bajaj Finserv Ltd. Finance | 0.34% | 1.02% | 0.34% |
HDB Financial Services Ltd. Finance | 0.20% | 0.93% | 0.20% |
Unique to ICICI Prudential Banking & Fin
- SBI Life Insurance Company Ltd.5.36%
- Kotak Mahindra Bank Ltd.4.70%
- HDFC Life Insurance Company Ltd.3.88%
- Max Financial Services Ltd.2.79%
- ICICI Lombard General Insurance Company Ltd.2.63%
- LIC Housing Finance Ltd.1.53%
Unique to SBI RETIREMENT BENEFIT FUND -
- Reliance Industries Ltd.1.14%
- Larsen & Toubro Ltd.0.86%
- Maruti Suzuki India Ltd.0.77%
- Ultratech Cement Ltd.0.66%
- Infosys Ltd.0.65%
- Kotak Mahindra Bank Ltd.0.53%
Sector Overlap Breakdown
Banks4.2% (4)
Finance1.0% (3)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.