SBI Equity Savings Fund vs SBI Nifty 500 Index Fund
Portfolio Overlap Analysis · SBI vs SBI
43.0%
High Overlap
93 common stocks · Rank #2073 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Equity Savings | Wt% in SBI Nifty 500 Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.19% | 6.96% | 5.19% |
Reliance Industries Ltd. Petroleum Products | 4.87% | 4.82% | 4.82% |
ICICI Bank Ltd. Banks | 3.11% | 5.05% | 3.11% |
Larsen & Toubro Ltd. Construction | 2.73% | 2.58% | 2.58% |
State Bank of India Banks | 2.74% | 2.56% | 2.56% |
Bharti Airtel Ltd. Telecom - Services | 2.06% | 2.68% | 2.06% |
Axis Bank Ltd. Banks | 2.27% | 2.03% | 2.03% |
Infosys Ltd. IT - Software | 1.66% | 2.33% | 1.66% |
Kotak Mahindra Bank Ltd. Banks | 4.23% | 1.56% | 1.56% |
Mahindra & Mahindra Ltd. Automobiles | 1.65% | 1.55% | 1.55% |
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 500 Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.3% (11)
Petroleum Products4.8% (3)
Construction2.6% (1)
Telecom - Services2.4% (2)
Automobiles2.3% (3)
IT - Software2.2% (4)
Finance2.0% (9)
Ferrous Metals1.9% (4)
Retailing1.2% (3)
Non - Ferrous Metals0.9% (3)
Consumer Durables0.6% (2)
Oil0.6% (1)
Transport Services0.6% (1)
Pharmaceuticals & Biotechnology0.6% (4)
Diversified Metals0.5% (1)
Power0.5% (4)
Personal Products0.4% (3)
Cement & Cement Products0.4% (5)
Diversified FMCG0.4% (2)
Aerospace & Defense0.4% (1)
Auto Components0.4% (2)
Healthcare Services0.4% (3)
Insurance0.2% (3)
Electrical Equipment0.2% (2)
Realty0.2% (1)
Transport Infrastructure0.2% (1)
Leisure Services0.2% (2)
Beverages0.1% (1)
Financial Technology (Fintech)0.1% (2)
Agricultural Food & other Products0.1% (2)
Minerals & Mining0.1% (1)
Metals & Minerals Trading0.1% (1)
Capital Markets0.1% (1)
Food Products0.1% (1)
Industrial Products0.1% (1)
Gas0.0% (1)
Chemicals & Petrochemicals0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Nifty 500 Index
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.