SBI Equity Savings Fund vs SPBSEETF

Portfolio Overlap Analysis · SBI vs ICICI

39.0%
Moderate Overlap
92 common stocks · Rank #2918 of 28,282 pairs
Fund A
SBI Equity Savings Fund
SBI · Equity Savings
Fund B
SPBSEETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in SBI Equity SavingsWt% in SPBSEETFOverlap
HDFC Bank Ltd.
Banks
5.19%8.13%5.19%
Reliance Industries Ltd.
Petroleum Products
4.87%5.00%4.87%
ICICI Bank Ltd.
Banks
3.11%5.61%3.11%
Larsen & Toubro Ltd.
Construction
2.73%2.26%2.26%
Bharti Airtel Ltd.
Telecom - Services
2.06%2.67%2.06%
Infosys Ltd.
IT - Software
1.66%2.86%1.66%
State Bank of India
Banks
2.74%1.62%1.62%
Axis Bank Ltd.
Banks
2.27%1.62%1.62%
Mahindra & Mahindra Ltd.
Automobiles
1.65%1.50%1.50%
Eternal Ltd.
Retailing
0.77%1.14%0.77%

Unique to SBI Equity Savings

  • Kotak Mahindra Bank Ltd.4.23%
  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Unique to SPBSEETF

  • ITC Ltd.2.03%
  • Tata Consultancy Services Ltd.1.63%

Sector Overlap Breakdown

Banks
12.2% (10)
Petroleum Products
4.9% (3)
Telecom - Services
2.3% (2)
Construction
2.3% (1)
IT - Software
2.2% (4)
Automobiles
2.2% (3)
Finance
1.9% (9)
Ferrous Metals
1.5% (4)
Retailing
1.2% (3)
Non - Ferrous Metals
0.6% (3)
Consumer Durables
0.6% (2)
Transport Services
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (4)
Power
0.5% (4)
Oil
0.5% (1)
Cement & Cement Products
0.5% (5)
Personal Products
0.5% (3)
Aerospace & Defense
0.5% (1)
Diversified FMCG
0.4% (2)
Diversified Metals
0.4% (1)
Healthcare Services
0.3% (3)
Auto Components
0.3% (2)
Realty
0.3% (1)
Insurance
0.2% (3)
Electrical Equipment
0.2% (2)
Leisure Services
0.2% (2)
Transport Infrastructure
0.2% (1)
Beverages
0.1% (1)
Agricultural Food & other Products
0.1% (2)
Financial Technology (Fintech)
0.1% (2)
Minerals & Mining
0.1% (1)
Metals & Minerals Trading
0.1% (1)
Capital Markets
0.1% (1)
Food Products
0.1% (1)
Industrial Products
0.1% (1)
Gas
0.0% (1)
Chemicals & Petrochemicals
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Savings

More comparisons for SPBSEETF

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