SBI ESG Exclusionary Strategy Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

31.3%
Moderate Overlap
35 common stocks · Rank #5344 of 28,292 pairs
Fund A
SBI ESG Exclusionary Strategy Fund
SBI · ESG
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
8.66%3.17%3.17%
ICICI Bank Ltd.
Banks
8.46%2.33%2.33%
Reliance Industries Ltd.
Petroleum Products
2.54%2.23%2.23%
State Bank of India
Banks
5.61%1.83%1.83%
Larsen & Toubro Ltd.
Construction
5.06%1.76%1.76%
Maruti Suzuki India Ltd.
Automobiles
4.14%1.56%1.56%
Ultratech Cement Ltd.
Cement & Cement Products
3.74%1.34%1.34%
Axis Bank Ltd.
Banks
5.17%1.26%1.26%
Infosys Ltd.
IT - Software
4.96%1.20%1.20%
Kotak Mahindra Bank Ltd.
Banks
3.88%1.08%1.08%

Unique to SBI ESG Exclusionary Strategy

  • Bajaj Finance Ltd.3.78%

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
9.7% (5)
Automobiles
2.3% (2)
Petroleum Products
2.2% (1)
Consumer Durables
2.0% (4)
Construction
1.8% (1)
IT - Software
1.6% (2)
Cement & Cement Products
1.3% (1)
Auto Components
1.2% (2)
Leisure Services
1.1% (2)
Finance
1.0% (1)
Non - Ferrous Metals
0.8% (1)
Electrical Equipment
0.8% (2)
Industrial Products
0.8% (1)
Realty
0.8% (2)
Chemicals & Petrochemicals
0.6% (1)
IT - Services
0.5% (1)
Insurance
0.5% (1)
Healthcare Services
0.5% (1)
Industrial Manufacturing
0.5% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Retailing
0.4% (1)
Textiles & Apparels
0.4% (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.