SBI Contra Fund vs SBI BSE 100 ETF
Portfolio Overlap Analysis · SBI vs SBI
37.1%
Moderate Overlap
32 common stocks · Rank #3397 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Contra | Wt% in SBI BSE 100 ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.31% | 9.52% | 7.31% |
Reliance Industries Ltd. Petroleum Products | 5.03% | 6.65% | 5.03% |
Kotak Mahindra Bank Ltd. Banks | 2.71% | 2.15% | 2.15% |
ITC Ltd. Diversified FMCG | 1.98% | 2.13% | 1.98% |
ICICI Bank Ltd. Banks | 1.96% | 6.95% | 1.96% |
Axis Bank Ltd. Banks | 1.38% | 2.79% | 1.38% |
Tata Steel Ltd. Ferrous Metals | 3.20% | 1.23% | 1.23% |
State Bank of India Banks | 1.22% | 3.52% | 1.22% |
Bharti Airtel Ltd. Telecom - Services | 1.21% | 3.70% | 1.21% |
Maruti Suzuki India Ltd. Automobiles | 1.19% | 1.38% | 1.19% |
Unique to SBI Contra
- Biocon Ltd.3.18%
- Punjab National Bank3.05%
- Indus Towers Ltd.2.60%
- GAIL (India) Ltd.2.12%
- Torrent Power Ltd.2.09%
- Dabur India Ltd.1.99%
Unique to SBI BSE 100 ETF
- Larsen & Toubro Ltd.3.53%
- Infosys Ltd.3.27%
- Mahindra & Mahindra Ltd.2.14%
Sector Overlap Breakdown
Banks14.3% (6)
Petroleum Products5.5% (2)
IT - Software3.2% (5)
Automobiles3.1% (4)
Diversified FMCG2.0% (1)
Telecom - Services1.6% (2)
Ferrous Metals1.2% (1)
Non - Ferrous Metals0.9% (1)
Pharmaceuticals & Biotechnology0.9% (2)
Construction0.9% (1)
Oil0.8% (1)
Cement & Cement Products0.6% (1)
Consumer Durables0.6% (1)
Auto Components0.4% (1)
Capital Markets0.4% (1)
Gas0.3% (1)
Beverages0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Contra
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.