SBI BSE Sensex Index Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
Portfolio Overlap Analysis · SBI vs SBI
37.3%
Moderate Overlap
13 common stocks · Rank #3337 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI BSE Sensex Index | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.30% | 14.06% | 6.30% |
ICICI Bank Ltd. Banks | 4.67% | 10.26% | 4.67% |
Reliance Industries Ltd. Petroleum Products | 4.42% | 9.82% | 4.42% |
Larsen & Toubro Ltd. Construction | 3.54% | 5.21% | 3.54% |
State Bank of India Banks | 3.51% | 5.20% | 3.51% |
Infosys Ltd. IT - Software | 2.53% | 4.83% | 2.53% |
Axis Bank Ltd. Banks | 2.46% | 4.11% | 2.46% |
Kotak Mahindra Bank Ltd. Banks | 2.11% | 3.18% | 2.11% |
Maruti Suzuki India Ltd. Automobiles | 3.16% | 2.04% | 2.04% |
Bajaj Finance Ltd. Finance | 1.88% | 2.71% | 1.88% |
Unique to SBI BSE Sensex Index
- Bharti Airtel Ltd.5.47%
- Mahindra & Mahindra Ltd.3.17%
Unique to SBI RETIREMENT BENEFIT FUND -
- Ultratech Cement Ltd.2.58%
Sector Overlap Breakdown
Banks19.1% (5)
Petroleum Products4.4% (1)
Construction3.5% (1)
Finance3.1% (2)
IT - Software2.5% (1)
Automobiles2.0% (1)
Cement & Cement Products1.6% (1)
Consumer Durables1.1% (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 RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy60.5% · 35 stocks
- vs SBI Dividend Yield39.4% · 20 stocks
- vs Parag Parikh Large Cap39.3% · 21 stocks
- vs HDFCN100ET39.3% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.