SBI Conservative Hybrid Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · SBI vs SBI

5.7%
Low Overlap
20 common stocks · Rank #27066 of 28,292 pairs
Fund A
SBI Conservative Hybrid Fund
SBI · Conservative Hybrid
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Conservative HybridWt% in SBI Nifty 500 IndexOverlap
Axis Bank Ltd.
Banks
1.42%2.03%1.42%
Reliance Industries Ltd.
Petroleum Products
1.30%4.82%1.30%
Bajaj Finserv Ltd.
Finance
1.31%0.58%0.58%
Asian Paints Ltd.
Consumer Durables
1.79%0.55%0.55%
HDFC Life Insurance Company Ltd.
Insurance
1.20%0.39%0.39%
Max Financial Services Ltd.
Insurance
0.73%0.25%0.25%
Godrej Consumer Products Ltd.
Personal Products
0.49%0.25%0.25%
Shree Cement Ltd.
Cement & Cement Products
0.53%0.18%0.18%
Voltas Ltd.
Consumer Durables
0.49%0.18%0.18%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.50%0.14%0.14%

Unique to SBI Conservative Hybrid

  • Kingfa Science & Technology India Ltd.1.57%
  • Aether Industries Ltd.1.00%
  • Avanti Feeds Ltd.0.96%
  • Graphite India Ltd.0.84%

Unique to SBI Nifty 500 Index

  • HDFC Bank Ltd.6.96%
  • ICICI Bank Ltd.5.05%
  • Bharti Airtel Ltd.2.68%
  • Larsen & Toubro Ltd.2.58%
  • State Bank of India2.56%
  • Infosys Ltd.2.33%
  • Kotak Mahindra Bank Ltd.1.56%
  • Mahindra & Mahindra Ltd.1.55%

Sector Overlap Breakdown

Banks
1.4% (1)
Petroleum Products
1.3% (1)
Consumer Durables
0.7% (2)
Insurance
0.6% (2)
Finance
0.6% (2)
Personal Products
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (2)
Cement & Cement Products
0.2% (2)
Industrial Products
0.1% (3)
Leisure Services
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Auto Components
0.1% (1)
Construction
0.0% (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.