SBI Dividend Yield Fund vs HDFC BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

45.0%
High Overlap
14 common stocks · Rank #1747 of 28,292 pairs
Fund A
SBI Dividend Yield Fund
SBI · Dividend Yield
Fund B
HDFC BSE Sensex Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI Dividend YieldWt% in HDFC BSE Sensex IndexOverlap
HDFC Bank Ltd.
Banks
8.21%14.07%8.21%
ICICI Bank Ltd.
Banks
6.21%10.27%6.21%
Larsen & Toubro Ltd.
Construction
5.39%5.21%5.21%
State Bank of India
Banks
5.50%5.20%5.20%
Infosys Ltd.
IT - Software
4.69%4.84%4.69%
Tata Consultancy Services Ltd.
IT - Software
3.89%2.78%2.78%
Hindustan Unilever Ltd.
Diversified FMCG
2.43%2.17%2.17%
Axis Bank Ltd.
Banks
2.16%4.12%2.16%
Maruti Suzuki India Ltd.
Automobiles
3.80%2.05%2.05%
Tata Steel Ltd.
Ferrous Metals
1.58%1.82%1.58%

Unique to SBI Dividend Yield

  • Power Grid Corporation of India Ltd.4.04%
  • Oil & Natural Gas Corporation Ltd.3.10%
  • GAIL (India) Ltd.2.83%

Unique to HDFC BSE Sensex Index

  • Reliance Industries Ltd.9.83%
  • Bharti Airtel Ltd.5.47%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
21.8% (4)
IT - Software
8.4% (3)
Construction
5.2% (1)
Diversified FMCG
2.2% (1)
Automobiles
2.0% (1)
Ferrous Metals
1.6% (1)
Power
1.4% (1)
Cement & Cement Products
1.3% (1)
Consumer Durables
1.1% (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.