SBI Balanced Advantage Fund vs SBI Contra Fund

Portfolio Overlap Analysis · SBI vs SBI

46.9%
High Overlap
48 common stocks · Rank #1452 of 28,292 pairs
Fund A
SBI Balanced Advantage Fund
SBI · Balanced Advantage
Fund B
SBI Contra Fund
SBI · Value/Contra

Common Holdings (10)

StockWt% in SBI Balanced AdvantageWt% in SBI ContraOverlap
Reliance Industries Ltd.
Petroleum Products
5.03%5.22%5.03%
HDFC Bank Ltd.
Banks
7.31%4.83%4.83%
GAIL (India) Ltd.
Gas
2.12%2.50%2.12%
Tata Steel Ltd.
Ferrous Metals
3.20%2.10%2.10%
Punjab National Bank
Banks
3.05%1.96%1.96%
Torrent Power Ltd.
Power
2.09%1.56%1.56%
ITC Ltd.
Diversified FMCG
1.98%1.52%1.52%
Tech Mahindra Ltd.
IT - Software
1.46%1.82%1.46%
ICICI Bank Ltd.
Banks
1.96%1.38%1.38%
Axis Bank Ltd.
Banks
1.38%2.04%1.38%

Unique to SBI Balanced Advantage

  • Tata Motors Passenger Vehicles Ltd.2.11%
  • Larsen & Toubro Ltd.1.99%
  • Mahindra & Mahindra Ltd.1.81%

Unique to SBI Contra

  • Biocon Ltd.3.18%
  • Kotak Mahindra Bank Ltd.2.71%
  • Indus Towers Ltd.2.60%
  • Dabur India Ltd.1.99%

Sector Overlap Breakdown

Banks
12.1% (7)
Petroleum Products
6.3% (2)
IT - Software
3.2% (5)
Gas
2.9% (2)
Ferrous Metals
2.4% (2)
Pharmaceuticals & Biotechnology
2.3% (5)
Power
2.3% (2)
Telecom - Services
2.2% (2)
Automobiles
2.0% (2)
Diversified FMCG
1.5% (1)
Insurance
1.4% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Finance
1.0% (1)
Construction
0.9% (1)
Realty
0.9% (1)
Oil
0.8% (1)
Beverages
0.8% (1)
Personal Products
0.7% (1)
Consumer Durables
0.6% (1)
Transport Services
0.5% (2)
Cement & Cement Products
0.4% (2)
Non - Ferrous Metals
0.3% (1)
Industrial Products
0.1% (1)
Minerals & Mining
0.0% (1)
Capital Markets
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Balanced Advantage

More comparisons for SBI Contra

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