Parag Parikh Arbitrage Fund vs SBI BSE Sensex ETF
Portfolio Overlap Analysis · PPFAS vs SBI
38.5%
Moderate Overlap
19 common stocks · Rank #3089 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Parag Parikh Arbitrage | Wt% in SBI BSE Sensex ETF | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.33% | 14.07% | 6.33% |
ICICI Bank Limited Banks | 4.56% | 10.26% | 4.56% |
Axis Bank Limited Banks | 3.95% | 4.11% | 3.95% |
Bharti Airtel Limited Telecom - Services | 3.57% | 5.47% | 3.57% |
Reliance Industries Limited Petroleum Products | 3.32% | 9.82% | 3.32% |
Kotak Mahindra Bank Limited Banks | 3.62% | 3.18% | 3.18% |
Mahindra & Mahindra Limited Automobiles | 2.82% | 3.17% | 2.82% |
Tata Steel Limited Ferrous Metals | 2.39% | 1.82% | 1.82% |
Eternal Limited Retailing | 2.46% | 1.78% | 1.78% |
Bharat Electronics Limited Aerospace & Defense | 1.54% | 1.66% | 1.54% |
Unique to Parag Parikh Arbitrage
- Bharat Heavy Electricals Limited2.37%
Unique to SBI BSE Sensex ETF
- Larsen & Toubro Ltd.5.21%
- State Bank of India5.20%
- Infosys Ltd.4.84%
Sector Overlap Breakdown
Banks18.4% (5)
Telecom - Services3.6% (1)
Petroleum Products3.3% (1)
Automobiles2.8% (1)
Ferrous Metals1.8% (1)
Retailing1.8% (1)
Aerospace & Defense1.5% (1)
Cement & Cement Products1.4% (1)
IT - Software1.4% (2)
Finance1.0% (2)
Consumer Durables0.7% (1)
Diversified FMCG0.5% (1)
Pharmaceuticals & Biotechnology0.2% (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.