SBI BSE Sensex ETF vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
44.8%
High Overlap
13 common stocks · Rank #1786 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI BSE Sensex ETF | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 7.65% | 7.65% |
ICICI Bank Ltd. Banks | 10.26% | 5.85% | 5.85% |
Reliance Industries Ltd. Petroleum Products | 9.82% | 5.57% | 5.57% |
State Bank of India Banks | 5.20% | 4.50% | 4.50% |
Larsen & Toubro Ltd. Construction | 5.21% | 4.38% | 4.38% |
Infosys Ltd. IT - Software | 4.84% | 3.02% | 3.02% |
Axis Bank Ltd. Banks | 4.11% | 2.99% | 2.99% |
Kotak Mahindra Bank Ltd. Banks | 3.18% | 2.64% | 2.64% |
Bajaj Finance Ltd. Finance | 2.71% | 2.31% | 2.31% |
Maruti Suzuki India Ltd. Automobiles | 2.04% | 3.91% | 2.04% |
Unique to SBI BSE Sensex ETF
- Bharti Airtel Ltd.5.47%
- Mahindra & Mahindra Ltd.3.17%
Unique to SBI RETIREMENT BENEFIT FUND -
- Ultratech Cement Ltd.2.98%
Sector Overlap Breakdown
Banks23.6% (5)
Petroleum Products5.6% (1)
Construction4.4% (1)
Finance3.5% (2)
IT - Software3.0% (1)
Automobiles2.0% (1)
Cement & Cement Products1.6% (1)
Consumer Durables1.1% (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.