SBI BSE 100 ETF vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

11.9%
Low Overlap
20 common stocks · Rank #18123 of 28,292 pairs
Fund A
SBI BSE 100 ETF
SBI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI BSE 100 ETFWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
9.52%1.53%1.53%
ICICI Bank Ltd.
Banks
6.95%1.17%1.17%
Reliance Industries Ltd.
Petroleum Products
6.65%1.14%1.14%
State Bank of India
Banks
3.52%0.94%0.94%
Larsen & Toubro Ltd.
Construction
3.53%0.86%0.86%
Maruti Suzuki India Ltd.
Automobiles
1.38%0.77%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
1.05%0.66%0.66%
Infosys Ltd.
IT - Software
3.27%0.65%0.65%
Axis Bank Ltd.
Banks
2.79%0.60%0.60%
Kotak Mahindra Bank Ltd.
Banks
2.15%0.53%0.53%

Unique to SBI BSE 100 ETF

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

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
4.8% (5)
Automobiles
1.2% (2)
Petroleum Products
1.1% (1)
IT - Software
0.9% (2)
Construction
0.9% (1)
Finance
0.8% (2)
Cement & Cement Products
0.7% (1)
Non - Ferrous Metals
0.4% (1)
Consumer Durables
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Leisure Services
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Realty
0.2% (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.