SBI BSE Sensex ETF vs SBI Long Term Advantage Fund - Series IV
Portfolio Overlap Analysis · SBI vs SBI
28.6%
Moderate Overlap
8 common stocks · Rank #6381 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in SBI BSE Sensex ETF | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 5.97% | 5.97% |
ICICI Bank Ltd. Banks | 10.26% | 4.97% | 4.97% |
State Bank of India Banks | 5.20% | 4.62% | 4.62% |
Infosys Ltd. IT - Software | 4.84% | 3.96% | 3.96% |
Reliance Industries Ltd. Petroleum Products | 9.82% | 3.62% | 3.62% |
Bajaj Finance Ltd. Finance | 2.71% | 6.70% | 2.71% |
Tata Steel Ltd. Ferrous Metals | 1.82% | 3.06% | 1.82% |
Tech Mahindra Ltd. IT - Software | 0.90% | 3.26% | 0.90% |
Unique to SBI BSE Sensex ETF
- Bharti Airtel Ltd.5.47%
- Larsen & Toubro Ltd.5.21%
- Axis Bank Ltd.4.11%
- Kotak Mahindra Bank Ltd.3.18%
- Mahindra & Mahindra Ltd.3.17%
Unique to SBI Long Term Advantage Fund -
- Tenneco Clean Air India Ltd.7.04%
- Eicher Motors Ltd.4.62%
- Vedanta Ltd.4.32%
- GKW Ltd.4.21%
- Tata Motors Ltd.4.13%
Sector Overlap Breakdown
Banks15.6% (3)
IT - Software4.9% (2)
Petroleum Products3.6% (1)
Finance2.7% (1)
Ferrous Metals1.8% (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.