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

Portfolio Overlap Analysis · SBI vs SBI

13.5%
Low Overlap
7 common stocks · Rank #16574 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 PLAN
SBI · Sectoral - IT

Common Holdings (7)

StockWt% in SBI Children's Fund - InvestmeWt% in SBI RETIREMENT BENEFIT FUND - Overlap
State Bank of India
Banks
4.71%4.50%4.50%
HDFC Bank Ltd.
Banks
2.62%7.65%2.62%
Kotak Mahindra Bank Ltd.
Banks
1.94%2.64%1.94%
Bajaj Finserv Ltd.
Finance
2.61%1.62%1.62%
Sona Blw Precision Forgings Ltd.
Auto Components
3.29%1.12%1.12%
Honeywell Automation India Ltd.
Industrial Manufacturing
2.31%1.04%1.04%
Brigade Hotel Ventures Ltd.
Leisure Services
0.68%0.72%0.68%

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.5.85%
  • Reliance Industries Ltd.5.57%
  • Larsen & Toubro Ltd.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%

Sector Overlap Breakdown

Banks
9.1% (3)
Finance
1.6% (1)
Auto Components
1.1% (1)
Industrial Manufacturing
1.0% (1)
Leisure Services
0.7% (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.