SBI Energy Opportunities Fund vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · SBI vs SBI

5.2%
Low Overlap
4 common stocks · Rank #28012 of 28,292 pairs
Fund A
SBI Energy Opportunities Fund
SBI · Sectoral - Energy
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (4)

StockWt% in SBI Energy OpportunitiesWt% in SBI ESG Exclusionary StrategyOverlap
Reliance Industries Ltd.
Petroleum Products
2.54%8.29%2.54%
Thermax Ltd.
Electrical Equipment
1.36%3.97%1.36%
Honeywell Automation India Ltd.
Industrial Manufacturing
0.95%2.65%0.95%
Siemens Ltd.
Electrical Equipment
1.55%0.31%0.31%

Unique to SBI Energy Opportunities

  • GAIL (India) Ltd.6.78%
  • Bharat Petroleum Corporation Ltd.6.32%
  • Indian Oil Corporation Ltd.6.14%
  • Gujarat State Petronet Ltd.5.92%
  • Kalpataru Projects International Ltd.5.58%
  • NTPC Ltd.4.82%
  • Petronet LNG Ltd.4.80%
  • Oil & Natural Gas Corporation Ltd.4.79%
  • HEG Ltd.4.36%

Unique to SBI ESG Exclusionary Strategy

  • HDFC Bank Ltd.8.66%
  • ICICI Bank Ltd.8.46%
  • State Bank of India5.61%
  • Axis Bank Ltd.5.17%
  • Larsen & Toubro Ltd.5.06%
  • Infosys Ltd.4.96%
  • Maruti Suzuki India Ltd.4.14%
  • Kotak Mahindra Bank Ltd.3.88%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Petroleum Products
2.5% (1)
Electrical Equipment
1.7% (2)
Industrial Manufacturing
0.9% (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.