SBI Equity Hybrid Fund vs SBI Multi Asset Allocation Fund
Portfolio Overlap Analysis · SBI vs SBI
5.2%
Low Overlap
8 common stocks · Rank #28007 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in SBI Equity Hybrid | Wt% in SBI Multi Asset Allocation | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 2.20% | 1.46% | 1.46% |
HDFC Bank Ltd. Banks | 3.24% | 1.44% | 1.44% |
State Bank of India Banks | 4.82% | 0.70% | 0.70% |
Bajaj Finserv Ltd. Finance | 0.48% | 0.61% | 0.48% |
Vishal Mega Mart Ltd. Retailing | 1.00% | 0.36% | 0.36% |
Infosys Ltd. IT - Software | 1.89% | 0.28% | 0.28% |
ICICI Bank Ltd. Banks | 3.18% | 0.27% | 0.27% |
Bharti Airtel Ltd. Telecom - Services | 3.63% | 0.18% | 0.18% |
Unique to SBI Equity Hybrid
- Kotak Mahindra Bank Ltd.3.53%
- Solar Industries India Ltd.2.94%
- MRF Ltd.2.91%
- Muthoot Finance Ltd.2.85%
- Larsen & Toubro Ltd.2.68%
- Hindalco Industries Ltd.2.58%
Unique to SBI Multi Asset Allocation
- Brookfield India Real Estate Trust3.42%
- GAIL (India) Ltd.2.42%
- Bandhan Bank Ltd.2.28%
- Oil & Natural Gas Corporation Ltd.1.97%
- Punjab National Bank1.66%
- The Federal Bank Ltd.1.65%
- Biocon Ltd.1.44%
- Indus Towers Ltd.1.39%
Sector Overlap Breakdown
Banks2.4% (3)
Petroleum Products1.5% (1)
Finance0.5% (1)
Retailing0.4% (1)
IT - Software0.3% (1)
Telecom - Services0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Multi Asset Allocation
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.