SBI Balanced Advantage Fund vs SBI Equity Savings Fund
Portfolio Overlap Analysis · SBI vs SBI
34.0%
Moderate Overlap
54 common stocks · Rank #4309 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Balanced Advantage | Wt% in SBI Equity Savings | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 4.87% | 5.22% | 4.87% |
HDFC Bank Ltd. Banks | 5.19% | 4.83% | 4.83% |
Axis Bank Ltd. Banks | 2.27% | 2.04% | 2.04% |
Larsen & Toubro Ltd. Construction | 2.73% | 1.99% | 1.99% |
Bank of Baroda Banks | 2.17% | 1.70% | 1.70% |
Mahindra & Mahindra Ltd. Automobiles | 1.65% | 1.81% | 1.65% |
Tech Mahindra Ltd. IT - Software | 1.65% | 1.82% | 1.65% |
Bharti Airtel Ltd. Telecom - Services | 2.06% | 1.45% | 1.45% |
Brookfield India Real Estate Trust Realty | 2.32% | 1.44% | 1.44% |
ICICI Bank Ltd. Banks | 3.11% | 1.38% | 1.38% |
Unique to SBI Balanced Advantage
- GAIL (India) Ltd.2.50%
- Tata Motors Passenger Vehicles Ltd.2.11%
- Tata Steel Ltd.2.10%
- Punjab National Bank1.96%
Unique to SBI Equity Savings
- Kotak Mahindra Bank Ltd.4.23%
- State Bank of India2.74%
- Embassy Office Parks Reit2.30%
- Bajaj Finserv Ltd.2.26%
Sector Overlap Breakdown
Banks12.4% (8)
Petroleum Products4.9% (3)
Realty3.0% (3)
Automobiles2.3% (2)
Telecom - Services2.0% (2)
Construction2.0% (1)
IT - Software1.8% (3)
Ferrous Metals1.4% (4)
Consumer Durables0.9% (2)
Oil0.8% (1)
Finance0.7% (3)
Diversified FMCG0.4% (2)
Power0.4% (2)
Non - Ferrous Metals0.3% (1)
Pharmaceuticals & Biotechnology0.2% (2)
Beverages0.1% (1)
Diversified Metals0.1% (1)
Insurance0.1% (1)
Food Products0.1% (1)
Retailing0.0% (1)
Personal Products0.0% (1)
Gas0.0% (1)
Cement & Cement Products0.0% (2)
Financial Technology (Fintech)0.0% (1)
Agricultural Food & other Products0.0% (1)
Transport Services0.0% (1)
Minerals & Mining0.0% (1)
Leisure Services0.0% (1)
Capital Markets0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Equity Savings
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.