SBI BSE 100 ETF vs SBI Dividend Yield Fund
Portfolio Overlap Analysis · SBI vs SBI
43.3%
High Overlap
27 common stocks · Rank #2015 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI BSE 100 ETF | Wt% in SBI Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.52% | 8.21% | 8.21% |
ICICI Bank Ltd. Banks | 6.95% | 6.21% | 6.21% |
Larsen & Toubro Ltd. Construction | 3.53% | 5.39% | 3.53% |
State Bank of India Banks | 3.52% | 5.50% | 3.52% |
Infosys Ltd. IT - Software | 3.27% | 4.69% | 3.27% |
Axis Bank Ltd. Banks | 2.79% | 2.16% | 2.16% |
Tata Consultancy Services Ltd. IT - Software | 1.88% | 3.89% | 1.88% |
Hindustan Unilever Ltd. Diversified FMCG | 1.47% | 2.43% | 1.47% |
Maruti Suzuki India Ltd. Automobiles | 1.38% | 3.80% | 1.38% |
Tata Steel Ltd. Ferrous Metals | 1.23% | 1.58% | 1.23% |
Unique to SBI BSE 100 ETF
- Reliance Industries Ltd.6.65%
- Bharti Airtel Ltd.3.70%
- Kotak Mahindra Bank Ltd.2.15%
- Mahindra & Mahindra Ltd.2.14%
Unique to SBI Dividend Yield
- Power Grid Corporation of India Ltd.4.04%
- Oil & Natural Gas Corporation Ltd.3.10%
- GAIL (India) Ltd.2.83%
Sector Overlap Breakdown
Banks20.5% (5)
IT - Software5.8% (3)
Construction3.5% (1)
Automobiles2.8% (3)
Diversified FMCG1.5% (1)
Ferrous Metals1.2% (1)
Food Products1.1% (2)
Cement & Cement Products1.1% (1)
Power1.0% (1)
Diversified Metals0.8% (1)
Oil0.8% (1)
Consumer Durables0.8% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Petroleum Products0.5% (1)
Finance0.5% (1)
Gas0.3% (1)
Chemicals & Petrochemicals0.3% (1)
Personal Products0.2% (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.