Parag Parikh Arbitrage Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · PPFAS vs SBI

38.8%
Moderate Overlap
80 common stocks · Rank #2957 of 28,292 pairs
Fund A
Parag Parikh Arbitrage Fund
PPFAS · Arbitrage
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in Parag Parikh ArbitrageWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Limited
Banks
6.33%6.96%6.33%
ICICI Bank Limited
Banks
4.56%5.05%4.56%
Reliance Industries Limited
Petroleum Products
3.32%4.82%3.32%
Bharti Airtel Limited
Telecom - Services
3.57%2.68%2.68%
Axis Bank Limited
Banks
3.95%2.03%2.03%
Kotak Mahindra Bank Limited
Banks
3.62%1.56%1.56%
Mahindra & Mahindra Limited
Automobiles
2.82%1.55%1.55%
Tata Consultancy Services Limited
IT - Software
1.35%1.38%1.35%
Eternal Limited
Retailing
2.46%0.91%0.91%
Tata Steel Limited
Ferrous Metals
2.39%0.90%0.90%

Unique to Parag Parikh Arbitrage

  • Bharat Heavy Electricals Limited2.37%

Unique to SBI Nifty 500 Index

  • Larsen & Toubro Ltd.2.58%
  • State Bank of India2.56%
  • Infosys Ltd.2.33%

Sector Overlap Breakdown

Banks
15.9% (11)
Petroleum Products
3.3% (1)
Telecom - Services
2.8% (2)
Finance
2.6% (9)
Automobiles
1.6% (2)
Ferrous Metals
1.4% (4)
IT - Software
1.4% (3)
Cement & Cement Products
1.3% (2)
Aerospace & Defense
1.2% (2)
Retailing
0.9% (1)
Consumer Durables
0.8% (3)
Non - Ferrous Metals
0.7% (2)
Pharmaceuticals & Biotechnology
0.6% (6)
Oil
0.6% (1)
Diversified FMCG
0.5% (1)
Power
0.5% (2)
Realty
0.4% (4)
Beverages
0.4% (2)
Leisure Services
0.3% (1)
Financial Technology (Fintech)
0.3% (2)
Gas
0.2% (2)
Electrical Equipment
0.2% (1)
Transport Infrastructure
0.2% (1)
Auto Components
0.2% (2)
Agricultural Food & other Products
0.1% (2)
Industrial Products
0.1% (1)
Minerals & Mining
0.1% (1)
Insurance
0.1% (2)
Food Products
0.1% (2)
Chemicals & Petrochemicals
0.0% (1)
Healthcare Services
0.0% (1)
Construction
0.0% (1)
Personal Products
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 Nifty 500 Index

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