SBI Equity Hybrid Fund vs HDFC NIFTY 100 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

35.1%
Moderate Overlap
28 common stocks · Rank #3949 of 28,292 pairs
Fund A
SBI Equity Hybrid Fund
SBI · Equity - Other
Fund B
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI Equity HybridWt% in HDFC NIFTY 100 IndexOverlap
Bharti Airtel Ltd.
Telecom - Services
3.63%3.79%3.63%
State Bank of India
Banks
4.82%3.61%3.61%
HDFC Bank Ltd.
Banks
3.24%9.82%3.24%
ICICI Bank Ltd.
Banks
3.18%7.13%3.18%
Larsen & Toubro Ltd.
Construction
2.68%3.63%2.68%
Kotak Mahindra Bank Ltd.
Banks
3.53%2.21%2.21%
Reliance Industries Ltd.
Petroleum Products
2.20%6.81%2.20%
Bajaj Finance Ltd.
Finance
2.54%1.91%1.91%
Infosys Ltd.
IT - Software
1.89%3.29%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.28%1.95%1.28%

Unique to SBI Equity Hybrid

  • Solar Industries India Ltd.2.94%
  • MRF Ltd.2.91%
  • Muthoot Finance Ltd.2.85%
  • Hindalco Industries Ltd.2.58%

Unique to HDFC NIFTY 100 Index

  • Axis Bank Ltd.2.87%
  • ITC LIMITED2.19%

Sector Overlap Breakdown

Banks
12.2% (4)
Telecom - Services
3.6% (1)
IT - Software
3.2% (2)
Construction
2.7% (1)
Finance
2.4% (2)
Power
2.2% (5)
Petroleum Products
2.2% (1)
Non - Ferrous Metals
1.0% (1)
Transport Infrastructure
0.8% (1)
Transport Services
0.8% (1)
Consumer Durables
0.8% (1)
Consumable Fuels
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Healthcare Services
0.6% (1)
Retailing
0.4% (1)
Ferrous Metals
0.3% (1)
Cement & Cement Products
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Beverages
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Hybrid

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