Parag Parikh Arbitrage Fund vs SBI Arbitrage Opportunities Fund

Portfolio Overlap Analysis · PPFAS vs SBI

37.4%
Moderate Overlap
79 common stocks · Rank #3322 of 28,292 pairs
Fund A
Parag Parikh Arbitrage Fund
PPFAS · Arbitrage
Fund B
SBI Arbitrage Opportunities Fund
SBI · Arbitrage

Common Holdings (10)

StockWt% in Parag Parikh ArbitrageWt% in SBI Arbitrage OpportunitiesOverlap
HDFC Bank Limited
Banks
6.33%6.00%6.00%
ICICI Bank Limited
Banks
4.56%4.08%4.08%
Reliance Industries Limited
Petroleum Products
3.32%2.01%2.01%
Axis Bank Limited
Banks
3.95%1.71%1.71%
Bharat Electronics Limited
Aerospace & Defense
1.54%1.46%1.46%
Tata Consultancy Services Limited
IT - Software
1.35%1.51%1.35%
Bharti Airtel Limited
Telecom - Services
3.57%1.19%1.19%
Hindustan Aeronautics Limited
Aerospace & Defense
1.43%1.13%1.13%
Shriram Finance Limited
Finance
1.97%1.10%1.10%
Kotak Mahindra Bank Limited
Banks
3.62%0.99%0.99%

Unique to Parag Parikh Arbitrage

  • Mahindra & Mahindra Limited2.82%
  • Eternal Limited2.46%
  • Tata Steel Limited2.39%
  • Bharat Heavy Electricals Limited2.37%

Unique to SBI Arbitrage Opportunities

  • JSW Steel Ltd.1.65%
  • Vedanta Ltd.1.53%
  • ITC Ltd.1.31%
  • Vodafone Idea Ltd.1.21%

Sector Overlap Breakdown

Banks
14.9% (10)
Finance
3.0% (9)
Aerospace & Defense
2.6% (2)
Petroleum Products
2.0% (1)
Telecom - Services
1.7% (2)
IT - Software
1.4% (3)
Ferrous Metals
1.3% (4)
Cement & Cement Products
1.0% (2)
Automobiles
0.8% (2)
Retailing
0.8% (1)
Electrical Equipment
0.8% (1)
Realty
0.8% (4)
Transport Infrastructure
0.7% (1)
Consumer Durables
0.7% (3)
Minerals & Mining
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (6)
Power
0.5% (2)
Diversified FMCG
0.5% (1)
Non - Ferrous Metals
0.4% (2)
Oil
0.4% (1)
Beverages
0.4% (2)
Financial Technology (Fintech)
0.3% (2)
Leisure Services
0.3% (1)
Gas
0.2% (2)
Auto Components
0.2% (2)
Agricultural Food & other Products
0.1% (2)
Industrial Products
0.1% (1)
Insurance
0.1% (2)
Food Products
0.1% (2)
Healthcare Services
0.0% (1)
Construction
0.0% (1)
Personal Products
0.0% (1)
Chemicals & Petrochemicals
0.0% (1)
Transport Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Parag Parikh Arbitrage

More comparisons for SBI Arbitrage Opportunities

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