SBI Banking And Financial Services Fund vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · SBI vs SBI
34.1%
Moderate Overlap
7 common stocks · Rank #4284 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in SBI Banking And Financial Serv | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.46% | 13.46% | 8.46% |
HDFC Bank Ltd. Banks | 8.66% | 6.80% | 6.80% |
State Bank of India Banks | 5.61% | 10.45% | 5.61% |
Axis Bank Ltd. Banks | 5.17% | 9.37% | 5.17% |
Kotak Mahindra Bank Ltd. Banks | 3.88% | 8.50% | 3.88% |
Bajaj Finance Ltd. Finance | 3.78% | 2.61% | 2.61% |
ICICI Prudential Life Insurance Company Ltd. Insurance | 1.60% | 2.77% | 1.60% |
Unique to SBI Banking And Financial Serv
- Bajaj Finserv Ltd.6.34%
- 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 ESG Exclusionary Strategy
- Larsen & Toubro Ltd.5.06%
- Infosys Ltd.4.96%
- Maruti Suzuki India Ltd.4.14%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks29.9% (5)
Finance2.6% (1)
Insurance1.6% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.