SBI Arbitrage Opportunities Fund vs HDFC BSE 500 INDEX FUND

Portfolio Overlap Analysis · HDFC vs SBI

51.2%
High Overlap
184 common stocks · Rank #931 of 28,292 pairs
Fund A
SBI Arbitrage Opportunities Fund
SBI · Arbitrage
Fund B
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI Arbitrage OpportunitiesWt% in HDFC BSE 500 INDEXOverlap
HDFC Bank Ltd.
Banks
6.00%7.02%6.00%
ICICI Bank Ltd.
Banks
4.08%5.12%4.08%
Reliance Industries Ltd.
Petroleum Products
2.01%4.90%2.01%
Axis Bank Ltd.
Banks
1.71%2.05%1.71%
Tata Consultancy Services Ltd.
IT - Software
1.51%1.39%1.39%
ITC Ltd.
Diversified FMCG
1.31%1.57%1.31%
Bharti Airtel Ltd.
Telecom - Services
1.19%2.73%1.19%
Kotak Mahindra Bank Ltd.
Banks
0.99%1.59%0.99%
Larsen & Toubro Ltd.
Construction
0.88%2.60%0.88%
Bharat Electronics Ltd.
Aerospace & Defense
1.46%0.83%0.83%

Unique to SBI Arbitrage Opportunities

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

Unique to HDFC BSE 500 INDEX

  • State Bank of India2.59%
  • Infosys Limited2.41%
  • Mahindra & Mahindra Ltd.1.58%

Sector Overlap Breakdown

Banks
15.0% (17)
Finance
3.3% (16)
Petroleum Products
2.8% (4)
IT - Software
2.3% (12)
Pharmaceuticals & Biotechnology
2.2% (12)
Automobiles
2.1% (7)
Telecom - Services
1.6% (3)
Consumer Durables
1.6% (10)
Retailing
1.4% (5)
Power
1.4% (8)
Diversified FMCG
1.3% (2)
Ferrous Metals
1.3% (4)
Aerospace & Defense
1.2% (2)
Cement & Cement Products
1.0% (4)
Construction
0.9% (2)
Insurance
0.9% (5)
Transport Infrastructure
0.8% (2)
Transport Services
0.8% (3)
Auto Components
0.7% (6)
Electrical Equipment
0.7% (9)
Non - Ferrous Metals
0.7% (3)
Healthcare Services
0.6% (4)
Diversified Metals
0.6% (1)
Agricultural Food & other Products
0.6% (3)
Realty
0.6% (5)
Capital Markets
0.6% (8)
Financial Technology (Fintech)
0.5% (2)
Beverages
0.4% (2)
Consumable Fuels
0.4% (1)
Oil
0.4% (2)
Gas
0.4% (2)
Food Products
0.4% (2)
Chemicals & Petrochemicals
0.3% (3)
Personal Products
0.3% (3)
Industrial Products
0.3% (3)
Leisure Services
0.3% (1)
Minerals & Mining
0.1% (1)
Industrial Manufacturing
0.1% (2)
Fertilizers & Agrochemicals
0.1% (1)
IT - Services
0.1% (1)
Metals & Minerals Trading
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Arbitrage Opportunities

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