SBI BSE Sensex Index Fund vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · SBI vs SBI
49.5%
High Overlap
12 common stocks · Rank #1131 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI BSE Sensex Index | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.66% | 14.06% | 8.66% |
ICICI Bank Ltd. Banks | 8.46% | 10.26% | 8.46% |
State Bank of India Banks | 5.61% | 5.20% | 5.20% |
Larsen & Toubro Ltd. Construction | 5.06% | 5.21% | 5.06% |
Infosys Ltd. IT - Software | 4.96% | 4.83% | 4.83% |
Axis Bank Ltd. Banks | 5.17% | 4.11% | 4.11% |
Kotak Mahindra Bank Ltd. Banks | 3.88% | 3.18% | 3.18% |
Bajaj Finance Ltd. Finance | 3.78% | 2.71% | 2.71% |
Reliance Industries Ltd. Petroleum Products | 2.54% | 9.82% | 2.54% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 2.04% | 2.04% |
Unique to SBI BSE Sensex Index
- Bharti Airtel Ltd.5.47%
- Mahindra & Mahindra Ltd.3.17%
Unique to SBI ESG Exclusionary Strategy
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks29.6% (5)
Construction5.1% (1)
IT - Software4.8% (1)
Finance2.7% (1)
Petroleum Products2.5% (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.