MOMETF vs SBI Banking And Financial Services Fund

Portfolio Overlap Analysis · ICICI vs SBI

30.9%
Moderate Overlap
10 common stocks · Rank #5501 of 28,292 pairs
Fund A
MOMETF
ICICI · Equity - Other
Fund B
SBI Banking And Financial Services Fund
SBI · Sectoral - Banking

Common Holdings (10)

StockWt% in MOMETFWt% in SBI Banking And Financial ServOverlap
ICICI Bank Ltd.
Banks
13.46%5.38%5.38%
HDFC Bank Ltd.
Banks
6.80%5.27%5.27%
Bajaj Finserv Ltd.
Finance
6.34%5.01%5.01%
SBI Life Insurance Co. Ltd.
Insurance
3.29%5.14%3.29%
BSE Ltd.
Capital Markets
2.78%4.50%2.78%
Bajaj Finance Ltd.
Finance
2.61%4.91%2.61%
HDFC Life Insurance Company Ltd.
Insurance
2.44%4.98%2.44%
Max Financial Services Ltd.
Insurance
1.70%3.25%1.70%
Muthoot Finance Ltd.
Finance
4.30%1.30%1.30%
Cholamandalam Investment & Finance Co. Ltd.
Finance
1.17%3.15%1.17%

Unique to MOMETF

  • Interglobe Aviation Ltd.5.42%
  • Bharti Airtel Ltd.5.04%
  • Bharat Electronics Ltd.4.88%
  • Kotak Mahindra Bank Ltd.4.66%

Unique to SBI Banking And Financial Serv

  • State Bank of India10.45%
  • Axis Bank Ltd.9.37%
  • Kotak Mahindra Bank Ltd.8.50%
  • Multi Commodity Exchange of India Ltd.3.20%
  • Bank of Baroda3.00%

Sector Overlap Breakdown

Banks
10.7% (2)
Finance
10.1% (4)
Insurance
7.4% (3)
Capital Markets
2.8% (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.