SBI Conservative Hybrid Fund vs SBI Nifty Index Fund

Portfolio Overlap Analysis · SBI vs SBI

5.3%

Low Overlap

5 common stocks · Rank #27696 of 28,292 pairs

Fund A

SBI Conservative Hybrid Fund

SBI · Conservative Hybrid

Fund B

SBI Nifty Index Fund

SBI · Equity - Other

Common Holdings (5)

Stock	Wt% in SBI Conservative Hybrid	Wt% in SBI Nifty Index	Overlap
Axis Bank Ltd. Banks	3.45%	1.42%	1.42%
Reliance Industries Ltd. Petroleum Products	8.20%	1.30%	1.30%
Bajaj Finserv Ltd. Finance	0.99%	1.31%	0.99%
Asian Paints Ltd. Consumer Durables	0.94%	1.79%	0.94%
HDFC Life Insurance Company Ltd. Insurance	0.67%	1.20%	0.67%

Unique to SBI Conservative Hybrid

Kingfa Science & Technology India Ltd.1.57%
Biocon Ltd.1.50%
Aether Industries Ltd.1.00%
Avanti Feeds Ltd.0.96%
Graphite India Ltd.0.84%

Unique to SBI Nifty Index

HDFC Bank Ltd.11.83%
ICICI Bank Ltd.8.58%
Bharti Airtel Ltd.4.56%
Larsen & Toubro Ltd.4.38%
State Bank of India4.34%
Infosys Ltd.3.97%
Kotak Mahindra Bank Ltd.2.66%
Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks

1.4% (1)

Petroleum Products

1.3% (1)

Finance

1.0% (1)

Consumer Durables

0.9% (1)

Insurance

0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Conservative Hybrid

vs SBI Large and Midcap11.2% · 16 stocks
vs SBI MultiCap8.4% · 9 stocks
vs SBI ELSS Tax Saver8.3% · 12 stocks
vs SBI Flexicap8.0% · 13 stocks
vs SBI RETIREMENT BENEFIT FUND - 7.8% · 9 stocks

More comparisons for SBI Nifty Index

vs SBI Nifty 50 ETF100.0% · 50 stocks
vs HDFCNYEXTF100.0% · 50 stocks
vs HDFC Nifty 50 Index100.0% · 50 stocks
vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks

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