SBI Equity Savings Fund vs SBI Multi Asset Allocation Fund

Portfolio Overlap Analysis · SBI vs SBI

14.4%
Low Overlap
25 common stocks · Rank #15772 of 28,292 pairs
Fund A
SBI Equity Savings Fund
SBI · Equity Savings
Fund B
SBI Multi Asset Allocation Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Equity SavingsWt% in SBI Multi Asset AllocationOverlap
Brookfield India Real Estate Trust
Realty
3.42%2.32%2.32%
Oil & Natural Gas Corporation Ltd.
Oil
1.97%1.83%1.83%
Reliance Industries Ltd.
Petroleum Products
1.46%4.87%1.46%
HDFC Bank Ltd.
Banks
1.44%5.19%1.44%
Embassy Office Parks Reit
Realty
1.27%2.30%1.27%
Bank of Baroda
Banks
0.77%2.17%0.77%
State Bank of India
Banks
0.70%2.74%0.70%
Axis Bank Ltd.
Banks
0.68%2.27%0.68%
Bajaj Finserv Ltd.
Finance
0.61%2.26%0.61%
Indus Towers Ltd.
Telecom - Services
1.39%0.58%0.58%

Unique to SBI Equity Savings

  • Kotak Mahindra Bank Ltd.4.23%
  • ICICI Bank Ltd.3.11%
  • Larsen & Toubro Ltd.2.73%

Unique to SBI Multi Asset Allocation

  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Punjab National Bank1.66%
  • The Federal Bank Ltd.1.65%
  • Biocon Ltd.1.44%

Sector Overlap Breakdown

Banks
4.2% (7)
Realty
3.6% (2)
Oil
1.8% (1)
Petroleum Products
1.5% (1)
Telecom - Services
0.8% (2)
IT - Software
0.7% (2)
Finance
0.6% (1)
Personal Products
0.5% (2)
Ferrous Metals
0.4% (2)
Diversified FMCG
0.2% (1)
Beverages
0.1% (1)
Leisure Services
0.1% (1)
Gas
0.0% (1)
Financial Technology (Fintech)
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Savings

More comparisons for SBI Multi Asset Allocation

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