SBI Children's Fund - Investment Plan (Erstwhile known as SBI Magnum Children's Benefit Fund- IP) vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

11.8%
Low Overlap
7 common stocks · Rank #18270 of 28,292 pairs
Fund A
SBI Children's Fund - Investment Plan (Erstwhile known as SBI Magnum Children's Benefit Fund- IP)
SBI · Sectoral - IT
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (7)

StockWt% in SBI Children's Fund - InvestmeWt% in SBI RETIREMENT BENEFIT FUND - Overlap
State Bank of India
Banks
4.71%3.51%3.51%
HDFC Bank Ltd.
Banks
2.62%6.30%2.62%
Kotak Mahindra Bank Ltd.
Banks
1.94%2.11%1.94%
Bajaj Finserv Ltd.
Finance
2.61%1.32%1.32%
Sona Blw Precision Forgings Ltd.
Auto Components
3.29%0.98%0.98%
Honeywell Automation India Ltd.
Industrial Manufacturing
2.31%0.87%0.87%
Brigade Hotel Ventures Ltd.
Leisure Services
0.68%0.57%0.57%

Unique to SBI Children's Fund - Investme

  • Alphabet Inc.6.89%
  • Thangamayil Jewellery Ltd.5.49%
  • Muthoot Finance Ltd.4.38%
  • Hatsun Agro Product Ltd.4.15%
  • Privi Speciality Chemicals Ltd.3.47%
  • Aether Industries Ltd.3.40%
  • Renew Energy Global3.09%
  • Adani Power Ltd.2.96%

Unique to SBI RETIREMENT BENEFIT FUND -

  • ICICI Bank Ltd.4.67%
  • Reliance Industries Ltd.4.42%
  • Larsen & Toubro Ltd.3.54%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Infosys Ltd.2.53%
  • Axis Bank Ltd.2.46%

Sector Overlap Breakdown

Banks
8.1% (3)
Finance
1.3% (1)
Auto Components
1.0% (1)
Industrial Manufacturing
0.9% (1)
Leisure Services
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Children's Fund - Investme

More comparisons for SBI RETIREMENT BENEFIT FUND -

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