SBI BSE Sensex Index Fund vs SBI Conservative Hybrid Fund

Portfolio Overlap Analysis · SBI vs SBI

5.0%

Low Overlap

4 common stocks · Rank #28210 of 28,292 pairs

Fund A

SBI BSE Sensex Index Fund

SBI · Equity - Other

Fund B

SBI Conservative Hybrid Fund

SBI · Conservative Hybrid

Common Holdings (4)

Stock	Wt% in SBI BSE Sensex Index	Wt% in SBI Conservative Hybrid	Overlap
Axis Bank Ltd. Banks	1.42%	4.11%	1.42%
Reliance Industries Ltd. Petroleum Products	1.30%	9.82%	1.30%
Bajaj Finserv Ltd. Finance	1.31%	1.19%	1.19%
Asian Paints Ltd. Consumer Durables	1.79%	1.12%	1.12%

Unique to SBI BSE Sensex Index

HDFC Bank Ltd.14.06%
ICICI Bank Ltd.10.26%
Bharti Airtel Ltd.5.47%
Larsen & Toubro Ltd.5.21%
State Bank of India5.20%
Infosys Ltd.4.83%
Kotak Mahindra Bank Ltd.3.18%
Mahindra & Mahindra Ltd.3.17%

Unique to SBI Conservative Hybrid

Kingfa Science & Technology India Ltd.1.57%
Biocon Ltd.1.50%
HDFC Life Insurance Company Ltd.1.20%
Aether Industries Ltd.1.00%
Avanti Feeds Ltd.0.96%
Graphite India Ltd.0.84%

Sector Overlap Breakdown

Banks

1.4% (1)

Petroleum Products

1.3% (1)

Finance

1.2% (1)

Consumer Durables

1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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More comparisons for SBI Conservative Hybrid

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.