SBI Equity Savings Fund vs SBIRIOS

Portfolio Overlap Analysis · SBI vs SBI

16.5%
Low Overlap
7 common stocks · Rank #13879 of 28,292 pairs
Fund A
SBI Equity Savings Fund
SBI · Equity Savings
Fund B
SBIRIOS
SBI · Equity - Other

Common Holdings (7)

StockWt% in SBI Equity SavingsWt% in SBIRIOSOverlap
HDFC Bank Ltd.
Banks
5.19%4.53%4.53%
Kotak Mahindra Bank Ltd.
Banks
4.23%4.49%4.23%
Bajaj Finserv Ltd.
Finance
2.26%5.24%2.26%
Bharti Airtel Ltd.
Telecom - Services
2.06%4.32%2.06%
Axis Bank Ltd.
Banks
2.27%1.41%1.41%
Muthoot Finance Ltd.
Finance
0.99%3.06%0.99%
Interglobe Aviation Ltd.
Transport Services
0.98%2.62%0.98%

Unique to SBI Equity Savings

  • Reliance Industries Ltd.4.87%
  • ICICI Bank Ltd.3.11%
  • State Bank of India2.74%
  • Larsen & Toubro Ltd.2.73%
  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%

Unique to SBIRIOS

  • Hatsun Agro Product Ltd.5.09%
  • Adani Power Ltd.4.55%
  • Meesho Ltd.4.20%
  • Belrise Industries Ltd.3.92%
  • Sona Blw Precision Forgings Ltd.3.63%
  • Berger Paints India Ltd.3.52%

Sector Overlap Breakdown

Banks
10.2% (3)
Finance
3.3% (2)
Telecom - Services
2.1% (1)
Transport Services
1.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Savings

More comparisons for SBIRIOS

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