SBI Equity Savings Fund vs SBI Nifty 50 ETF
Portfolio Overlap Analysis · SBI vs SBI
39.8%
Moderate Overlap
38 common stocks · Rank #2742 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in SBI Equity Savings | Wt% in SBI Nifty 50 ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.19% | 11.83% | 5.19% |
Reliance Industries Ltd. Petroleum Products | 4.87% | 8.20% | 4.87% |
ICICI Bank Ltd. Banks | 3.11% | 8.58% | 3.11% |
State Bank of India Banks | 2.74% | 4.34% | 2.74% |
Larsen & Toubro Ltd. Construction | 2.73% | 4.38% | 2.73% |
Kotak Mahindra Bank Ltd. Banks | 4.23% | 2.66% | 2.66% |
Axis Bank Ltd. Banks | 2.27% | 3.45% | 2.27% |
Bharti Airtel Ltd. Telecom - Services | 2.06% | 4.56% | 2.06% |
Infosys Ltd. IT - Software | 1.66% | 3.97% | 1.66% |
Mahindra & Mahindra Ltd. Automobiles | 1.65% | 2.64% | 1.65% |
Unique to SBI Equity Savings
- Brookfield India Real Estate Trust2.32%
- Embassy Office Parks Reit2.30%
- Bajaj Finserv Ltd.2.26%
Unique to SBI Nifty 50 ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.0% (5)
Petroleum Products4.9% (1)
Construction2.7% (1)
IT - Software2.5% (3)
Automobiles2.3% (2)
Telecom - Services2.1% (1)
Ferrous Metals2.0% (2)
Finance1.6% (4)
Transport Services0.9% (1)
Oil0.9% (1)
Consumer Durables0.9% (2)
Retailing0.9% (2)
Non - Ferrous Metals0.8% (1)
Diversified FMCG0.4% (2)
Healthcare Services0.3% (1)
Insurance0.2% (2)
Pharmaceuticals & Biotechnology0.2% (1)
Metals & Minerals Trading0.1% (1)
Cement & Cement Products0.1% (2)
Food Products0.1% (1)
Power0.0% (2)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.