SBI BSE Sensex Index Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · SBI vs SBI

37.0%
Moderate Overlap
27 common stocks · Rank #3432 of 28,292 pairs
Fund A
SBI BSE Sensex Index Fund
SBI · Equity - Other
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (10)

StockWt% in SBI BSE Sensex IndexWt% in SBI Equity SavingsOverlap
HDFC Bank Ltd.
Banks
5.19%14.06%5.19%
Reliance Industries Ltd.
Petroleum Products
4.87%9.82%4.87%
Kotak Mahindra Bank Ltd.
Banks
4.23%3.18%3.18%
ICICI Bank Ltd.
Banks
3.11%10.26%3.11%
State Bank of India
Banks
2.74%5.20%2.74%
Larsen & Toubro Ltd.
Construction
2.73%5.21%2.73%
Axis Bank Ltd.
Banks
2.27%4.11%2.27%
Bharti Airtel Ltd.
Telecom - Services
2.06%5.47%2.06%
Infosys Ltd.
IT - Software
1.66%4.83%1.66%
Mahindra & Mahindra Ltd.
Automobiles
1.65%3.17%1.65%

Unique to SBI BSE Sensex Index

All top holdings are shared with the other fund.

Unique to SBI Equity Savings

  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Sector Overlap Breakdown

Banks
16.5% (5)
Petroleum Products
4.9% (1)
Construction
2.7% (1)
IT - Software
2.6% (3)
Automobiles
2.3% (2)
Telecom - Services
2.1% (1)
Finance
1.3% (2)
Ferrous Metals
1.2% (1)
Transport Services
1.0% (1)
Consumer Durables
0.9% (2)
Retailing
0.9% (2)
Diversified FMCG
0.4% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Cement & Cement Products
0.1% (1)
Power
0.0% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI BSE Sensex Index

More comparisons for SBI Equity Savings

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