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

Portfolio Overlap Analysis · SBI vs SBI

15.7%
Low Overlap
35 common stocks · Rank #14568 of 28,292 pairs
Fund A
SBI ESG Exclusionary Strategy Fund
SBI · ESG
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
8.66%1.53%1.53%
ICICI Bank Ltd.
Banks
8.46%1.17%1.17%
Reliance Industries Ltd.
Petroleum Products
2.54%1.14%1.14%
State Bank of India
Banks
5.61%0.94%0.94%
Larsen & Toubro Ltd.
Construction
5.06%0.86%0.86%
Maruti Suzuki India Ltd.
Automobiles
4.14%0.77%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
3.74%0.66%0.66%
Infosys Ltd.
IT - Software
4.96%0.65%0.65%
Axis Bank Ltd.
Banks
5.17%0.60%0.60%
Kotak Mahindra Bank Ltd.
Banks
3.88%0.53%0.53%

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
4.8% (5)
Automobiles
1.2% (2)
Petroleum Products
1.1% (1)
Consumer Durables
1.1% (4)
IT - Software
0.9% (2)
Construction
0.9% (1)
Cement & Cement Products
0.7% (1)
Auto Components
0.6% (2)
Leisure Services
0.5% (2)
Finance
0.4% (1)
Electrical Equipment
0.4% (2)
Industrial Products
0.4% (1)
Realty
0.4% (2)
Non - Ferrous Metals
0.4% (1)
IT - Services
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Insurance
0.2% (1)
Retailing
0.2% (1)
Industrial Manufacturing
0.2% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Healthcare Services
0.2% (1)
Textiles & Apparels
0.2% (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.