SBI BSE Sensex Next 50 ETF vs SBI Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · SBI vs SBI

25.3%
Moderate Overlap
19 common stocks · Rank #7850 of 28,292 pairs
Fund A
SBI BSE Sensex Next 50 ETF
SBI · Equity - Other
Fund B
SBI Nifty Midcap 150 Index Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI BSE Sensex Next 50 ETFWt% in SBI Nifty Midcap 150 IndexOverlap
Hero MotoCorp Ltd.
Automobiles
2.73%1.95%1.95%
The Federal Bank Ltd.
Banks
2.71%1.95%1.95%
Cummins India Ltd.
Industrial Products
2.45%1.75%1.75%
IndusInd Bank Ltd.
Banks
2.30%1.66%1.66%
Indus Towers Ltd.
Telecom - Services
2.16%1.55%1.55%
Lupin Ltd.
Pharmaceuticals & Biotechnology
2.05%1.47%1.47%
HDFC Asset Management Co. Ltd.
Capital Markets
2.00%1.45%1.45%
AU Small Finance Bank Ltd.
Banks
1.97%1.43%1.43%
Suzlon Energy Ltd.
Electrical Equipment
1.89%1.37%1.37%
Persistent Systems Ltd.
IT - Software
1.89%1.36%1.36%

Unique to SBI BSE Sensex Next 50 ETF

  • Vedanta Ltd.4.44%
  • TVS Motor Company Ltd.3.31%
  • Divi's Laboratories Ltd.3.00%
  • HDFC Life Insurance Company Ltd.2.83%
  • Bharat Petroleum Corporation Ltd.2.77%
  • Cholamandalam Investment & Finance Co. Ltd.2.67%
  • Britannia Industries Ltd.2.60%
  • Indian Oil Corporation Ltd.2.53%

Unique to SBI Nifty Midcap 150 Index

  • BSE Ltd.2.92%
  • Ashok Leyland Ltd.1.59%

Sector Overlap Breakdown

Banks
7.3% (5)
IT - Software
2.4% (2)
Automobiles
1.9% (1)
Industrial Products
1.8% (1)
Telecom - Services
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Capital Markets
1.4% (1)
Electrical Equipment
1.4% (1)
Financial Technology (Fintech)
1.3% (1)
Consumer Durables
1.1% (1)
Agricultural Food & other Products
1.1% (1)
Chemicals & Petrochemicals
1.0% (1)
Personal Products
0.8% (1)
Auto Components
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI BSE Sensex Next 50 ETF

More comparisons for SBI Nifty Midcap 150 Index

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