SBI BSE Sensex Index Fund vs SBI ELSS Tax Saver Fund
Portfolio Overlap Analysis · SBI vs SBI
43.1%
High Overlap
17 common stocks · Rank #2048 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI BSE Sensex Index | Wt% in SBI ELSS Tax Saver | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 7.74% | 10.26% | 7.74% |
Reliance Industries Ltd. Petroleum Products | 4.89% | 9.82% | 4.89% |
State Bank of India Banks | 4.61% | 5.20% | 4.61% |
HDFC Bank Ltd. Banks | 4.44% | 14.06% | 4.44% |
Axis Bank Ltd. Banks | 4.29% | 4.11% | 4.11% |
Kotak Mahindra Bank Ltd. Banks | 4.23% | 3.18% | 3.18% |
Mahindra & Mahindra Ltd. Automobiles | 2.66% | 3.17% | 2.66% |
Infosys Ltd. IT - Software | 2.05% | 4.83% | 2.05% |
Tata Steel Ltd. Ferrous Metals | 4.09% | 1.82% | 1.82% |
Bharti Airtel Ltd. Telecom - Services | 1.79% | 5.47% | 1.79% |
Unique to SBI BSE Sensex Index
- Larsen & Toubro Ltd.5.21%
Unique to SBI ELSS Tax Saver
- Torrent Power Ltd.2.73%
- Cipla Ltd.2.56%
Sector Overlap Breakdown
Banks24.1% (5)
Petroleum Products4.9% (1)
IT - Software4.5% (3)
Automobiles2.7% (1)
Ferrous Metals1.8% (1)
Telecom - Services1.8% (1)
Consumer Durables1.1% (1)
Finance1.1% (2)
Diversified FMCG0.6% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI BSE Sensex Index
- vs SBI BSE Sensex ETF100.0% · 30 stocks
- vs HDFCSXEXTF100.0% · 30 stocks
- vs HDFC BSE Sensex Index100.0% · 30 stocks
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs Nippon India Index Fund - BSE 99.9% · 30 stocks
More comparisons for SBI ELSS Tax Saver
- vs SBI Large Cap46.0% · 24 stocks
- vs SBI Nifty Index45.5% · 23 stocks
- vs SBI Nifty 50 ETF45.5% · 23 stocks
- vs HDFCNYEXTF45.5% · 23 stocks
- vs HDFC Nifty 50 Index45.5% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.