SBI Focused Fund vs SBI Banking And Financial Services Fund

Portfolio Overlap Analysis · SBI vs SBI

27.9%
Moderate Overlap
6 common stocks · Rank #6665 of 28,292 pairs
Fund A
SBI Focused Fund
SBI · Focused
Fund B
SBI Banking And Financial Services Fund
SBI · Sectoral - Banking

Common Holdings (6)

StockWt% in SBI FocusedWt% in SBI Banking And Financial ServOverlap
State Bank of India
Banks
6.38%10.45%6.38%
HDFC Bank Ltd.
Banks
5.74%6.80%5.74%
Bajaj Finserv Ltd.
Finance
4.60%6.34%4.60%
Kotak Mahindra Bank Ltd.
Banks
4.31%8.50%4.31%
Muthoot Finance Ltd.
Finance
5.42%4.30%4.30%
Bajaj Finance Ltd.
Finance
4.12%2.61%2.61%

Unique to SBI Focused

  • Alphabet Inc.9.17%
  • Adani Power Ltd.3.68%
  • Adani Energy Solutions Ltd.3.54%
  • Solar Industries India Ltd.3.43%

Unique to SBI Banking And Financial Serv

  • ICICI Bank Ltd.13.46%
  • Axis Bank Ltd.9.37%
  • SBI Life Insurance Co. Ltd.3.29%
  • Multi Commodity Exchange of India Ltd.3.20%
  • Bank of Baroda3.00%

Sector Overlap Breakdown

Banks
16.4% (3)
Finance
11.5% (3)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.