SBI Dividend Yield Fund vs SBI PSU Fund

Portfolio Overlap Analysis · SBI vs SBI

20.6%
Moderate Overlap
8 common stocks · Rank #10612 of 28,292 pairs
Fund A
SBI Dividend Yield Fund
SBI · Dividend Yield
Fund B
SBI PSU Fund
SBI · Equity - Other

Common Holdings (8)

StockWt% in SBI Dividend YieldWt% in SBI PSUOverlap
State Bank of India
Banks
18.23%5.50%5.50%
Power Grid Corporation of India Ltd.
Power
9.10%4.04%4.04%
GAIL (India) Ltd.
Gas
9.05%2.83%2.83%
Oil & Natural Gas Corporation Ltd.
Oil
2.54%3.10%2.54%
National Aluminium Company Ltd.
Non - Ferrous Metals
2.71%1.68%1.68%
Bharat Petroleum Corporation Ltd.
Petroleum Products
5.71%1.54%1.54%
Bank of Baroda
Banks
5.41%1.37%1.37%
Oil India Ltd.
Oil
2.85%1.08%1.08%

Unique to SBI Dividend Yield

  • HDFC Bank Ltd.8.21%
  • ICICI Bank Ltd.6.21%
  • Larsen & Toubro Ltd.5.39%
  • Infosys Ltd.4.69%
  • Tata Consultancy Services Ltd.3.89%
  • Maruti Suzuki India Ltd.3.80%

Unique to SBI PSU

  • Bharat Electronics Ltd.9.33%
  • NTPC Ltd.9.01%
  • Indian Bank3.67%
  • NMDC Ltd.3.48%

Sector Overlap Breakdown

Banks
6.9% (2)
Power
4.0% (1)
Oil
3.6% (2)
Gas
2.8% (1)
Non - Ferrous Metals
1.7% (1)
Petroleum Products
1.5% (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.