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

Portfolio Overlap Analysis · SBI vs SBI

28.5%
Moderate Overlap
16 common stocks · Rank #6420 of 28,292 pairs
Fund A
SBI Flexicap Fund
SBI · Flexi Cap
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI FlexicapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
5.70%6.30%5.70%
ICICI Bank Ltd.
Banks
5.89%5.27%5.27%
Eicher Motors Ltd.
Automobiles
3.36%4.37%3.36%
Infosys Ltd.
IT - Software
2.23%3.43%2.23%
SBI Life Insurance Co. Ltd.
Insurance
2.07%2.22%2.07%
Maruti Suzuki India Ltd.
Automobiles
2.05%4.54%2.05%
Muthoot Finance Ltd.
Finance
1.99%4.24%1.99%
Shriram Finance Ltd.
Finance
1.37%2.65%1.37%
Aavas Financiers Ltd.
Finance
0.79%2.11%0.79%
Aptus Value Housing Finance India Ltd.
Finance
0.74%2.00%0.74%

Unique to SBI Flexicap

  • Axis Bank Ltd.5.65%
  • Larsen & Toubro Ltd.4.77%
  • Kotak Mahindra Bank Ltd.3.57%
  • Tata Steel Ltd.3.32%
  • Reliance Industries Ltd.2.93%
  • Bharti Airtel Ltd.2.69%

Unique to SBI Long Term Advantage Fund -

  • State Bank of India5.58%
  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • Sanathan Textiles Ltd.4.62%
  • Bank of Baroda3.52%
  • Divi's Laboratories Ltd.3.50%

Sector Overlap Breakdown

Banks
11.6% (3)
Automobiles
5.4% (2)
Finance
4.9% (4)
IT - Software
2.2% (1)
Insurance
2.1% (1)
Auto Components
0.6% (1)
Cement & Cement Products
0.5% (1)
Construction
0.5% (1)
Retailing
0.4% (1)
Industrial Products
0.3% (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.