SBI ESG Exclusionary Strategy Fund vs SBI PSU Fund

Portfolio Overlap Analysis · SBI vs SBI

5.6%
Low Overlap
1 common stocks · Rank #27187 of 28,282 pairs
Fund B
SBI PSU Fund
SBI · Equity - Other

Common Holdings (1)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI PSUOverlap
State Bank of India
Banks
5.61%18.23%5.61%

Unique to SBI ESG Exclusionary Strategy

  • HDFC Bank Ltd.8.66%
  • ICICI Bank Ltd.8.46%
  • Axis Bank Ltd.5.17%
  • Larsen & Toubro Ltd.5.06%
  • Infosys Ltd.4.96%
  • Maruti Suzuki India Ltd.4.14%
  • Kotak Mahindra Bank Ltd.3.88%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Unique to SBI PSU

  • Bharat Electronics Ltd.9.33%
  • Power Grid Corporation of India Ltd.9.10%
  • GAIL (India) Ltd.9.05%
  • NTPC Ltd.9.01%
  • Bharat Petroleum Corporation Ltd.5.71%
  • Bank of Baroda5.41%
  • Indian Bank3.67%
  • NMDC Ltd.3.48%
  • Oil India Ltd.2.85%

Sector Overlap Breakdown

Banks
5.6% (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.