SBI Contra Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · SBI vs SBI

35.5%
Moderate Overlap
64 common stocks · Rank #3838 of 28,282 pairs
Fund A
SBI Contra Fund
SBI · Value/Contra
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI ContraWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Ltd.
Banks
7.31%6.96%6.96%
Reliance Industries Ltd.
Petroleum Products
5.03%4.82%4.82%
ICICI Bank Ltd.
Banks
1.96%5.05%1.96%
Kotak Mahindra Bank Ltd.
Banks
2.71%1.56%1.56%
ITC Ltd.
Diversified FMCG
1.98%1.55%1.55%
Axis Bank Ltd.
Banks
1.38%2.03%1.38%
State Bank of India
Banks
1.22%2.56%1.22%
Bharti Airtel Ltd.
Telecom - Services
1.21%2.68%1.21%
Maruti Suzuki India Ltd.
Automobiles
1.19%1.00%1.00%
Tata Steel Ltd.
Ferrous Metals
3.20%0.90%0.90%

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 Nifty 500 Index

  • Larsen & Toubro Ltd.2.58%
  • Infosys Ltd.2.33%
  • Mahindra & Mahindra Ltd.1.55%

Sector Overlap Breakdown

Banks
13.5% (8)
Petroleum Products
5.2% (2)
IT - Software
2.7% (5)
Automobiles
2.4% (4)
Diversified FMCG
1.6% (1)
Telecom - Services
1.5% (2)
Pharmaceuticals & Biotechnology
1.4% (7)
Ferrous Metals
1.0% (3)
Construction
0.9% (1)
Non - Ferrous Metals
0.7% (1)
Cement & Cement Products
0.7% (4)
Consumer Durables
0.6% (3)
Oil
0.6% (1)
Auto Components
0.4% (2)
Gas
0.3% (2)
Capital Markets
0.3% (2)
Insurance
0.2% (2)
Beverages
0.2% (1)
Power
0.2% (2)
Retailing
0.2% (1)
Fertilizers & Agrochemicals
0.2% (1)
Personal Products
0.2% (1)
Minerals & Mining
0.1% (1)
Finance
0.1% (1)
Transport Services
0.1% (1)
Industrial Products
0.1% (2)
Healthcare Services
0.1% (1)
Textiles & Apparels
0.1% (1)
Food Products
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Contra

More comparisons for SBI Nifty 500 Index

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