SBI Banking And Financial Services Fund vs SBI Conservative Hybrid Fund

Portfolio Overlap Analysis · SBI vs SBI

5.0%

Low Overlap

5 common stocks · Rank #28282 of 28,292 pairs

Fund A

SBI Banking And Financial Services Fund

SBI · Sectoral - Banking

Fund B

SBI Conservative Hybrid Fund

SBI · Conservative Hybrid

Common Holdings (5)

Stock	Wt% in SBI Banking And Financial Serv	Wt% in SBI Conservative Hybrid	Overlap
Axis Bank Ltd. Banks	1.42%	9.37%	1.42%
Bajaj Finserv Ltd. Finance	1.31%	6.34%	1.31%
HDFC Life Insurance Company Ltd. Insurance	1.20%	2.44%	1.20%
Max Financial Services Ltd. Insurance	0.73%	1.70%	0.73%
Aptus Value Housing Finance India Ltd. Finance	0.34%	1.69%	0.34%

Unique to SBI Banking And Financial Serv

ICICI Bank Ltd.13.46%
State Bank of India10.45%
Kotak Mahindra Bank Ltd.8.50%
HDFC Bank Ltd.6.80%
Muthoot Finance Ltd.4.30%
SBI Life Insurance Co. Ltd.3.29%
Multi Commodity Exchange of India Ltd.3.20%
Bank of Baroda3.00%

Unique to SBI Conservative Hybrid

Asian Paints Ltd.1.79%
Kingfa Science & Technology India Ltd.1.57%
Biocon Ltd.1.50%
Reliance Industries Ltd.1.30%
Aether Industries Ltd.1.00%
Avanti Feeds Ltd.0.96%
Graphite India Ltd.0.84%

Sector Overlap Breakdown

Insurance

1.9% (2)

Finance

1.6% (2)

Banks

1.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Banking And Financial Serv

vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
vs HDFC Banking & Financial Servi55.3% · 13 stocks
vs NIPPON INDIA ETF NIFTY BANK BE52.2% · 7 stocks
vs Nippon India Nifty Bank Index52.2% · 7 stocks
vs SBI Nifty Bank ETF52.2% · 7 stocks

More comparisons for SBI Conservative Hybrid

vs SBI Large and Midcap11.2% · 16 stocks
vs SBI MultiCap8.4% · 9 stocks
vs SBI ELSS Tax Saver8.3% · 12 stocks
vs SBI Flexicap8.0% · 13 stocks
vs SBI RETIREMENT BENEFIT FUND - 7.8% · 9 stocks

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