SBI Conservative Hybrid Fund vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · SBI vs SBI

5.4%
Low Overlap
5 common stocks · Rank #27511 of 28,292 pairs
Fund A
SBI Conservative Hybrid Fund
SBI · Conservative Hybrid
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (5)

StockWt% in SBI Conservative HybridWt% in SBI ESG Exclusionary StrategyOverlap
Asian Paints Ltd.
Consumer Durables
2.58%1.79%1.79%
Axis Bank Ltd.
Banks
5.17%1.42%1.42%
Reliance Industries Ltd.
Petroleum Products
2.54%1.30%1.30%
Voltas Ltd.
Consumer Durables
1.19%0.49%0.49%
Jubilant Foodworks Ltd.
Leisure Services
1.07%0.44%0.44%

Unique to SBI Conservative Hybrid

  • Kingfa Science & Technology India Ltd.1.57%
  • Biocon Ltd.1.50%
  • Bajaj Finserv Ltd.1.31%
  • HDFC Life Insurance Company Ltd.1.20%
  • Aether Industries Ltd.1.00%
  • Avanti Feeds Ltd.0.96%
  • Graphite India Ltd.0.84%

Unique to SBI ESG Exclusionary Strategy

  • HDFC Bank Ltd.8.66%
  • ICICI Bank Ltd.8.46%
  • State Bank of India5.61%
  • Larsen & Toubro Ltd.5.06%
  • Infosys Ltd.4.96%
  • Maruti Suzuki India Ltd.4.14%
  • Kotak Mahindra Bank Ltd.3.88%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Consumer Durables
2.3% (2)
Banks
1.4% (1)
Petroleum Products
1.3% (1)
Leisure Services
0.4% (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.