SBI Flexicap Fund vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · SBI vs SBI

33.6%
Moderate Overlap
17 common stocks · Rank #4485 of 28,292 pairs
Fund A
SBI Flexicap Fund
SBI · Flexi Cap
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI FlexicapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
5.70%5.97%5.70%
ICICI Bank Ltd.
Banks
5.89%4.97%4.97%
Eicher Motors Ltd.
Automobiles
3.36%4.62%3.36%
Tata Steel Ltd.
Ferrous Metals
3.32%3.06%3.06%
Reliance Industries Ltd.
Petroleum Products
2.93%3.62%2.93%
Infosys Ltd.
IT - Software
2.23%3.96%2.23%
Muthoot Finance Ltd.
Finance
1.99%2.74%1.99%
SBI Life Insurance Co. Ltd.
Insurance
2.07%1.96%1.96%
Bajaj Finance Ltd.
Finance
1.55%6.70%1.55%
Jindal Steel Ltd.
Ferrous Metals
1.51%3.89%1.51%

Unique to SBI Flexicap

  • Axis Bank Ltd.5.65%
  • Larsen & Toubro Ltd.4.77%
  • Kotak Mahindra Bank Ltd.3.57%
  • Bharti Airtel Ltd.2.69%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • State Bank of India4.62%
  • Vedanta Ltd.4.32%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%

Sector Overlap Breakdown

Banks
11.3% (3)
Finance
5.1% (4)
Ferrous Metals
4.6% (2)
Automobiles
3.4% (1)
Petroleum Products
2.9% (1)
IT - Software
2.2% (1)
Insurance
2.0% (1)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Cement & Cement Products
0.5% (1)
Construction
0.4% (1)
Auto Components
0.0% (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.