SBI Equity Hybrid Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · SBI vs SBI

34.8%
Moderate Overlap
19 common stocks · Rank #4067 of 28,282 pairs
Fund A
SBI Equity Hybrid Fund
SBI · Equity - Other
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Equity HybridWt% in SBI Nifty 50 ETFOverlap
State Bank of India
Banks
4.82%4.34%4.34%
Bharti Airtel Ltd.
Telecom - Services
3.63%4.56%3.63%
HDFC Bank Ltd.
Banks
3.24%11.83%3.24%
ICICI Bank Ltd.
Banks
3.18%8.58%3.18%
Larsen & Toubro Ltd.
Construction
2.68%4.38%2.68%
Kotak Mahindra Bank Ltd.
Banks
3.53%2.66%2.66%
Bajaj Finance Ltd.
Finance
2.54%2.30%2.30%
Reliance Industries Ltd.
Petroleum Products
2.20%8.20%2.20%
Infosys Ltd.
IT - Software
1.89%3.97%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.28%2.35%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 SBI Nifty 50 ETF

  • Axis Bank Ltd.3.45%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
13.4% (4)
Telecom - Services
3.6% (1)
IT - Software
3.2% (2)
Finance
2.8% (2)
Construction
2.7% (1)
Petroleum Products
2.2% (1)
Power
1.4% (2)
Non - Ferrous Metals
1.2% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (1)
Consumer Durables
0.9% (1)
Consumable Fuels
0.8% (1)
Healthcare Services
0.7% (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.