SBI Balanced Advantage Fund vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · SBI vs SBI

38.8%
Moderate Overlap
39 common stocks · Rank #2961 of 28,292 pairs
Fund A
SBI Balanced Advantage Fund
SBI · Balanced Advantage
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in SBI Balanced AdvantageWt% in SBI ELSS Tax SaverOverlap
Reliance Industries Ltd.
Petroleum Products
4.89%5.22%4.89%
HDFC Bank Ltd.
Banks
4.44%4.83%4.44%
Tata Steel Ltd.
Ferrous Metals
4.09%2.10%2.10%
Axis Bank Ltd.
Banks
4.29%2.04%2.04%
Mahindra & Mahindra Ltd.
Automobiles
2.66%1.81%1.81%
Tech Mahindra Ltd.
IT - Software
1.60%1.82%1.60%
Torrent Power Ltd.
Power
2.73%1.56%1.56%
Bharti Airtel Ltd.
Telecom - Services
1.79%1.45%1.45%
GAIL (India) Ltd.
Gas
1.40%2.50%1.40%
ICICI Bank Ltd.
Banks
7.74%1.38%1.38%

Unique to SBI Balanced Advantage

  • Tata Motors Passenger Vehicles Ltd.2.11%
  • Larsen & Toubro Ltd.1.99%
  • Punjab National Bank1.96%

Unique to SBI ELSS Tax Saver

  • State Bank of India4.61%
  • Kotak Mahindra Bank Ltd.4.23%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
10.6% (7)
Petroleum Products
5.6% (2)
Automobiles
2.8% (2)
IT - Software
2.3% (4)
Gas
2.1% (2)
Ferrous Metals
2.1% (1)
Pharmaceuticals & Biotechnology
1.9% (4)
Finance
1.8% (4)
Power
1.6% (1)
Telecom - Services
1.4% (1)
Insurance
1.4% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Consumer Durables
1.0% (1)
Oil
0.8% (1)
Diversified FMCG
0.6% (1)
Industrial Products
0.6% (1)
Transport Services
0.4% (1)
Non - Ferrous Metals
0.3% (1)
Cement & Cement Products
0.1% (1)
Capital Markets
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Balanced Advantage

More comparisons for SBI ELSS Tax Saver

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