SBI Energy Opportunities Fund vs SBI PSU Fund

Portfolio Overlap Analysis · SBI vs SBI

28.6%
Moderate Overlap
11 common stocks · Rank #6393 of 28,282 pairs
Fund A
SBI Energy Opportunities Fund
SBI · Sectoral - Energy
Fund B
SBI PSU Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Energy OpportunitiesWt% in SBI PSUOverlap
GAIL (India) Ltd.
Gas
6.78%9.05%6.78%
Bharat Petroleum Corporation Ltd.
Petroleum Products
6.32%5.71%5.71%
NTPC Ltd.
Power
4.82%9.01%4.82%
Oil & Natural Gas Corporation Ltd.
Oil
4.79%2.54%2.54%
Petronet LNG Ltd.
Gas
4.80%2.03%2.03%
Indraprastha Gas Ltd.
Gas
2.15%1.31%1.31%
Gujarat State Petronet Ltd.
Gas
5.92%1.23%1.23%
Indian Oil Corporation Ltd.
Petroleum Products
6.14%1.23%1.23%
Oil India Ltd.
Oil
1.14%2.85%1.14%
Power Grid Corporation of India Ltd.
Power
1.01%9.10%1.01%

Unique to SBI Energy Opportunities

  • Reliance Industries Ltd.8.29%
  • Kalpataru Projects International Ltd.5.58%
  • HEG Ltd.4.36%

Unique to SBI PSU

  • State Bank of India18.23%
  • Bharat Electronics Ltd.9.33%
  • Bank of Baroda5.41%
  • Indian Bank3.67%
  • NMDC Ltd.3.48%

Sector Overlap Breakdown

Gas
12.1% (5)
Petroleum Products
6.9% (2)
Power
5.8% (2)
Oil
3.7% (2)

Analysis

AI-generated comparative analysis coming soon.

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