SBI Conservative Hybrid Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

7.6%
Low Overlap
9 common stocks · Rank #23955 of 28,292 pairs
Fund A
SBI Conservative Hybrid Fund
SBI · Conservative Hybrid
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (9)

StockWt% in SBI Conservative HybridWt% in SBI RETIREMENT BENEFIT FUND - Overlap
Axis Bank Ltd.
Banks
1.42%2.46%1.42%
Bajaj Finserv Ltd.
Finance
1.31%1.32%1.31%
Reliance Industries Ltd.
Petroleum Products
1.30%4.42%1.30%
Asian Paints Ltd.
Consumer Durables
1.79%1.20%1.20%
Grindwell Norton Ltd.
Industrial Products
0.81%1.06%0.81%
Voltas Ltd.
Consumer Durables
0.49%1.09%0.49%
Jubilant Foodworks Ltd.
Leisure Services
0.44%1.32%0.44%
Carborundum Universal Ltd.
Industrial Products
0.39%0.55%0.39%
Nuvoco Vistas Corporation Ltd.
Cement & Cement Products
0.22%0.30%0.22%

Unique to SBI Conservative Hybrid

  • Kingfa Science & Technology India Ltd.1.57%
  • Biocon Ltd.1.50%
  • 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 RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.6.30%
  • ICICI Bank Ltd.4.67%
  • Larsen & Toubro Ltd.3.54%
  • State Bank of India3.51%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Infosys Ltd.2.53%
  • Kotak Mahindra Bank Ltd.2.11%

Sector Overlap Breakdown

Consumer Durables
1.7% (2)
Banks
1.4% (1)
Finance
1.3% (1)
Petroleum Products
1.3% (1)
Industrial Products
1.2% (2)
Leisure Services
0.4% (1)
Cement & Cement Products
0.2% (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.