SBI Contra Fund vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · SBI vs SBI

44.6%
High Overlap
38 common stocks · Rank #1821 of 28,282 pairs
Fund A
SBI Contra Fund
SBI · Value/Contra
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in SBI ContraWt% in SBI ELSS Tax SaverOverlap
Reliance Industries Ltd.
Petroleum Products
5.03%4.89%4.89%
HDFC Bank Ltd.
Banks
7.31%4.44%4.44%
Tata Steel Ltd.
Ferrous Metals
3.20%4.09%3.20%
Kotak Mahindra Bank Ltd.
Banks
2.71%4.23%2.71%
Torrent Power Ltd.
Power
2.09%2.73%2.09%
ICICI Bank Ltd.
Banks
1.96%7.74%1.96%
Mahindra & Mahindra Financial Services Ltd.
Finance
1.54%2.14%1.54%
Tech Mahindra Ltd.
IT - Software
1.46%1.60%1.46%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.51%1.42%1.42%
ICICI Prudential Life Insurance Company Ltd.
Insurance
1.46%1.40%1.40%

Unique to SBI Contra

  • Biocon Ltd.3.18%
  • Punjab National Bank3.05%
  • Indus Towers Ltd.2.60%
  • GAIL (India) Ltd.2.12%
  • Dabur India Ltd.1.99%

Unique to SBI ELSS Tax Saver

  • State Bank of India4.61%
  • Axis Bank Ltd.4.29%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
12.5% (8)
Petroleum Products
4.9% (1)
Ferrous Metals
3.2% (1)
IT - Software
3.1% (4)
Gas
2.5% (2)
Pharmaceuticals & Biotechnology
2.2% (4)
Power
2.1% (1)
Insurance
1.9% (2)
Finance
1.5% (1)
Non - Ferrous Metals
1.4% (1)
Oil
1.4% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Telecom - Services
1.2% (1)
Retailing
1.2% (1)
Automobiles
0.9% (1)
Transport Services
0.6% (1)
Diversified FMCG
0.6% (1)
Consumer Durables
0.6% (1)
Fertilizers & Agrochemicals
0.5% (1)
Cement & Cement Products
0.5% (2)
Industrial Products
0.4% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Contra

More comparisons for SBI ELSS Tax Saver

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