SBI BSE 100 ETF vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

38.8%
Moderate Overlap
20 common stocks · Rank #2966 of 28,292 pairs
Fund A
SBI BSE 100 ETF
SBI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in SBI BSE 100 ETFWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
9.52%6.30%6.30%
ICICI Bank Ltd.
Banks
6.95%4.67%4.67%
Reliance Industries Ltd.
Petroleum Products
6.65%4.42%4.42%
Larsen & Toubro Ltd.
Construction
3.53%3.54%3.53%
State Bank of India
Banks
3.52%3.51%3.51%
Infosys Ltd.
IT - Software
3.27%2.53%2.53%
Axis Bank Ltd.
Banks
2.79%2.46%2.46%
Kotak Mahindra Bank Ltd.
Banks
2.15%2.11%2.11%
Bajaj Finance Ltd.
Finance
1.84%1.88%1.84%
Maruti Suzuki India Ltd.
Automobiles
1.38%3.16%1.38%

Unique to SBI BSE 100 ETF

  • Bharti Airtel Ltd.3.70%
  • Mahindra & Mahindra Ltd.2.14%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.2.58%

Sector Overlap Breakdown

Banks
19.1% (5)
Petroleum Products
4.4% (1)
Construction
3.5% (1)
IT - Software
2.8% (2)
Finance
2.6% (2)
Automobiles
2.0% (2)
Cement & Cement Products
1.1% (1)
Non - Ferrous Metals
0.9% (1)
Consumer Durables
0.8% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Leisure Services
0.4% (1)
Chemicals & Petrochemicals
0.3% (1)
Realty
0.3% (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.