SBI Equity Minimum Variance Fund vs SBI Nifty Index Fund
Portfolio Overlap Analysis · SBI vs SBI
55.7%
High Overlap
50 common stocks · Rank #720 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Equity Minimum Variance | Wt% in SBI Nifty Index | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.58% | 3.35% | 3.35% |
HDFC Bank Ltd. Banks | 11.83% | 3.21% | 3.21% |
ITC Ltd. Diversified FMCG | 2.63% | 7.39% | 2.63% |
Tata Consultancy Services Ltd. IT - Software | 2.35% | 2.42% | 2.35% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 1.94% | 1.94% |
Hindustan Unilever Ltd. Diversified FMCG | 1.81% | 8.21% | 1.81% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.60% | 7.83% | 1.60% |
State Bank of India Banks | 4.34% | 1.24% | 1.24% |
Tata Steel Ltd. Ferrous Metals | 1.53% | 1.20% | 1.20% |
Bharat Electronics Ltd. Aerospace & Defense | 1.39% | 1.14% | 1.14% |
Unique to SBI Equity Minimum Variance
- Nestle India Ltd.8.32%
- Cipla Ltd.5.04%
- Tata Consumer Products Ltd.5.03%
- Apollo Hospitals Enterprise Ltd.3.49%
- Asian Paints Ltd.2.43%
Unique to SBI Nifty Index
- Reliance Industries Ltd.8.20%
- Larsen & Toubro Ltd.4.38%
- Infosys Ltd.3.97%
- Axis Bank Ltd.3.45%
- Kotak Mahindra Bank Ltd.2.66%
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks9.9% (5)
IT - Software5.3% (5)
Automobiles4.4% (5)
Diversified FMCG4.4% (2)
Finance3.9% (4)
Pharmaceuticals & Biotechnology2.9% (3)
Power2.3% (2)
Ferrous Metals2.2% (2)
Consumer Durables2.0% (2)
Cement & Cement Products2.0% (2)
Telecom - Services1.9% (1)
Retailing1.6% (2)
Insurance1.5% (2)
Healthcare Services1.4% (2)
Aerospace & Defense1.1% (1)
Construction1.1% (1)
Non - Ferrous Metals1.0% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (1)
Oil0.9% (1)
Petroleum Products0.9% (1)
Consumable Fuels0.8% (1)
Food Products0.8% (1)
Agricultural Food & other Products0.7% (1)
Metals & Minerals Trading0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Equity Minimum Variance
- vs SBI Nifty50 Equal Weight ETF63.8% · 50 stocks
- vs SBI Nifty50 Equal Weight Index63.8% · 50 stocks
- vs HDFC NIFTY50 Equal weight Inde63.8% · 50 stocks
- vs ICICI Prudential Nifty50 Equal62.8% · 47 stocks
- vs SBI Nifty 50 ETF55.7% · 50 stocks
More comparisons for SBI Nifty Index
- vs SBI Nifty 50 ETF100.0% · 50 stocks
- vs HDFCNYEXTF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
- vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.