SBI ESG Exclusionary Strategy Fund vs SBI Quant Fund
Portfolio Overlap Analysis · SBI vs SBI
26.9%
Moderate Overlap
10 common stocks · Rank #7080 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI ESG Exclusionary Strategy | Wt% in SBI Quant | Overlap |
|---|---|---|---|
State Bank of India Banks | 5.61% | 7.67% | 5.61% |
Axis Bank Ltd. Banks | 5.17% | 5.17% | 5.17% |
Infosys Ltd. IT - Software | 4.96% | 6.54% | 4.96% |
HDFC Bank Ltd. Banks | 8.66% | 3.07% | 3.07% |
Eicher Motors Ltd. Automobiles | 2.19% | 5.46% | 2.19% |
Hindalco Industries Ltd. Non - Ferrous Metals | 2.81% | 2.11% | 2.11% |
LTIMindtree Ltd. IT - Software | 2.18% | 1.69% | 1.69% |
ICICI Bank Ltd. Banks | 8.46% | 0.85% | 0.85% |
Reliance Industries Ltd. Petroleum Products | 2.54% | 0.70% | 0.70% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 0.56% | 0.56% |
Unique to SBI ESG Exclusionary Strategy
- Larsen & Toubro Ltd.5.06%
- Kotak Mahindra Bank Ltd.3.88%
- Bajaj Finance Ltd.3.78%
- Ultratech Cement Ltd.3.74%
Unique to SBI Quant
- Vedanta Ltd.5.73%
- Hero MotoCorp Ltd.5.48%
- Bharat Petroleum Corporation Ltd.5.45%
- HDFC Asset Management Co. Ltd.5.22%
- HCL Technologies Ltd.5.21%
- Indus Towers Ltd.5.06%
Sector Overlap Breakdown
Banks14.7% (4)
IT - Software6.7% (2)
Automobiles2.8% (2)
Non - Ferrous Metals2.1% (1)
Petroleum Products0.7% (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.