SBI Equity Hybrid Fund vs SBI Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · SBI vs SBI

5.6%
Low Overlap
10 common stocks · Rank #27224 of 28,292 pairs
Fund A
SBI Equity Hybrid Fund
SBI · Equity - Other
Fund B
SBI Nifty Midcap 150 Index Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI Equity HybridWt% in SBI Nifty Midcap 150 IndexOverlap
Muthoot Finance Ltd.
Finance
2.85%0.95%0.95%
MRF Ltd.
Auto Components
2.91%0.76%0.76%
Swiggy Ltd.
Retailing
0.70%1.06%0.70%
Vishal Mega Mart Ltd.
Retailing
1.00%0.66%0.66%
Astral Ltd.
Industrial Products
1.07%0.54%0.54%
Page Industries Ltd.
Textiles & Apparels
1.24%0.53%0.53%
Oberoi Realty Ltd.
Realty
0.83%0.47%0.47%
AIA Engineering Ltd.
Industrial Products
1.36%0.39%0.39%
United Breweries Ltd.
Beverages
0.58%0.31%0.31%
Procter & Gamble Hygiene and Health Care Ltd.
Personal Products
0.59%0.28%0.28%

Unique to SBI Equity Hybrid

  • State Bank of India4.82%
  • Bharti Airtel Ltd.3.63%
  • Kotak Mahindra Bank Ltd.3.53%
  • HDFC Bank Ltd.3.24%
  • ICICI Bank Ltd.3.18%
  • Solar Industries India Ltd.2.94%
  • Larsen & Toubro Ltd.2.68%
  • Hindalco Industries Ltd.2.58%

Unique to SBI Nifty Midcap 150 Index

  • BSE Ltd.2.92%
  • Hero MotoCorp Ltd.1.95%
  • The Federal Bank Ltd.1.95%
  • Cummins India Ltd.1.75%
  • IndusInd Bank Ltd.1.66%
  • Ashok Leyland Ltd.1.59%
  • Indus Towers Ltd.1.55%
  • Lupin Ltd.1.47%
  • HDFC Asset Management Co. Ltd.1.45%
  • AU Small Finance Bank Ltd.1.43%

Sector Overlap Breakdown

Retailing
1.4% (2)
Finance
0.9% (1)
Industrial Products
0.9% (2)
Auto Components
0.8% (1)
Textiles & Apparels
0.5% (1)
Realty
0.5% (1)
Beverages
0.3% (1)
Personal Products
0.3% (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.