Parag Parikh ELSS Tax Saver Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · PPFAS vs SBI

39.4%
Moderate Overlap
16 common stocks · Rank #2833 of 28,292 pairs
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in Parag Parikh ELSS Tax SaverWt% in SBI Nifty 50 ETFOverlap
HDFC Bank Limited
Banks
7.40%11.83%7.40%
ICICI Bank Limited
Banks
4.91%8.58%4.91%
Axis Bank Limited
Banks
3.87%3.45%3.45%
Bharti Airtel Limited
Telecom - Services
3.44%4.56%3.44%
Infosys Limited
IT - Software
3.41%3.97%3.41%
Kotak Mahindra Bank Limited
Banks
4.22%2.66%2.66%
Mahindra & Mahindra Limited
Automobiles
3.70%2.64%2.64%
ITC Limited
Diversified FMCG
5.11%2.63%2.63%
Tata Consultancy Services Limited
IT - Software
1.98%2.35%1.98%
Maruti Suzuki India Limited
Automobiles
4.13%1.70%1.70%

Unique to Parag Parikh ELSS Tax Saver

  • Power Grid Corporation of India Limited7.12%
  • Bajaj Holdings & Investment Limited6.66%
  • Coal India Limited6.18%
  • Maharashtra Scooters Limited5.48%
  • HCL Technologies Limited3.87%

Unique to SBI Nifty 50 ETF

  • Reliance Industries Ltd.8.20%
  • Larsen & Toubro Ltd.4.38%
  • State Bank of India4.34%

Sector Overlap Breakdown

Banks
18.4% (4)
IT - Software
7.2% (4)
Automobiles
4.3% (2)
Telecom - Services
3.4% (1)
Diversified FMCG
2.6% (1)
Pharmaceuticals & Biotechnology
1.3% (2)
Power
1.2% (1)
Consumable Fuels
0.8% (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.