Parag Parikh ELSS Tax Saver Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
Portfolio Overlap Analysis · PPFAS vs SBI
5.3%
Low Overlap
6 common stocks · Rank #27821 of 28,292 pairs
Common Holdings (6)
| Stock | Wt% in Parag Parikh ELSS Tax Saver | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.40% | 1.53% | 1.53% |
ICICI Bank Limited Banks | 4.91% | 1.17% | 1.17% |
Maruti Suzuki India Limited Automobiles | 4.13% | 0.77% | 0.77% |
Infosys Limited IT - Software | 3.41% | 0.65% | 0.65% |
Axis Bank Limited Banks | 3.87% | 0.60% | 0.60% |
Kotak Mahindra Bank Limited Banks | 4.22% | 0.53% | 0.53% |
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%
- ITC Limited5.11%
- HCL Technologies Limited3.87%
Unique to SBI RETIREMENT BENEFIT FUND -
- Reliance Industries Ltd.1.14%
- State Bank of India0.94%
- Larsen & Toubro Ltd.0.86%
- Ultratech Cement Ltd.0.66%
Sector Overlap Breakdown
Banks3.8% (4)
Automobiles0.8% (1)
IT - Software0.7% (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.