SBI ESG Exclusionary Strategy Fund vs SBI Long Term Advantage Fund - Series V
Portfolio Overlap Analysis · SBI vs SBI
29.8%
Moderate Overlap
8 common stocks · Rank #5969 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in SBI ESG Exclusionary Strategy | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.66% | 6.30% | 6.30% |
State Bank of India Banks | 5.61% | 5.58% | 5.58% |
ICICI Bank Ltd. Banks | 8.46% | 5.27% | 5.27% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 4.54% | 4.14% |
Infosys Ltd. IT - Software | 4.96% | 3.43% | 3.43% |
Eicher Motors Ltd. Automobiles | 2.19% | 4.37% | 2.19% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 1.51% | 3.50% | 1.51% |
Sona Blw Precision Forgings Ltd. Auto Components | 1.35% | 2.19% | 1.35% |
Unique to SBI ESG Exclusionary Strategy
- Axis Bank Ltd.5.17%
- Larsen & Toubro Ltd.5.06%
- Kotak Mahindra Bank Ltd.3.88%
- Bajaj Finance Ltd.3.78%
- Ultratech Cement Ltd.3.74%
Unique to SBI Long Term Advantage Fund -
- Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
- Sanathan Textiles Ltd.4.62%
- Muthoot Finance Ltd.4.24%
- Bank of Baroda3.52%
Sector Overlap Breakdown
Banks17.1% (3)
Automobiles6.3% (2)
IT - Software3.4% (1)
Pharmaceuticals & Biotechnology1.5% (1)
Auto Components1.4% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Long Term Advantage Fund -
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.