SBI ESG Exclusionary Strategy Fund vs SBI Innovative Opportunities Fund

Portfolio Overlap Analysis · SBI vs SBI

10.9%
Low Overlap
7 common stocks · Rank #19309 of 28,292 pairs
Fund A
SBI ESG Exclusionary Strategy Fund
SBI · ESG
Fund B
SBI Innovative Opportunities Fund
SBI · Thematic

Common Holdings (7)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI Innovative OpportunitiesOverlap
Bajaj Finance Ltd.
Finance
3.78%3.31%3.31%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.51%3.87%1.51%
Thermax Ltd.
Electrical Equipment
1.36%2.86%1.36%
Sona Blw Precision Forgings Ltd.
Auto Components
1.35%2.60%1.35%
Maruti Suzuki India Ltd.
Automobiles
4.14%1.20%1.20%
FSN E-Commerce Ventures Ltd.
Retailing
1.18%4.27%1.18%
Honeywell Automation India Ltd.
Industrial Manufacturing
0.95%3.54%0.95%

Unique to SBI ESG Exclusionary Strategy

  • HDFC Bank Ltd.8.66%
  • ICICI Bank Ltd.8.46%
  • State Bank of India5.61%
  • Axis Bank Ltd.5.17%
  • Larsen & Toubro Ltd.5.06%
  • Infosys Ltd.4.96%
  • Kotak Mahindra Bank Ltd.3.88%
  • Ultratech Cement Ltd.3.74%

Unique to SBI Innovative Opportunities

  • Eternal Ltd.7.93%
  • TBO Tek Ltd.6.91%
  • BlackBuck Ltd.5.86%
  • Ather Energy Ltd.4.47%
  • Meesho Ltd.3.83%
  • Firstsource Solutions Ltd.3.38%

Sector Overlap Breakdown

Finance
3.3% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Electrical Equipment
1.4% (1)
Auto Components
1.4% (1)
Automobiles
1.2% (1)
Retailing
1.2% (1)
Industrial Manufacturing
0.9% (1)

Analysis

AI-generated comparative analysis coming soon.

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