SBI Focused Fund vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · SBI vs SBI

29.1%
Moderate Overlap
10 common stocks · Rank #6216 of 28,292 pairs
Fund A
SBI Focused Fund
SBI · Focused
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (10)

StockWt% in SBI FocusedWt% in SBI ESG Exclusionary StrategyOverlap
HDFC Bank Ltd.
Banks
8.66%5.74%5.74%
State Bank of India
Banks
5.61%6.38%5.61%
Kotak Mahindra Bank Ltd.
Banks
3.88%4.31%3.88%
Bajaj Finance Ltd.
Finance
3.78%4.12%3.78%
Asian Paints Ltd.
Consumer Durables
2.58%2.91%2.58%
Eicher Motors Ltd.
Automobiles
2.19%3.14%2.19%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.51%2.62%1.51%
Thermax Ltd.
Electrical Equipment
1.36%1.66%1.36%
Sona Blw Precision Forgings Ltd.
Auto Components
1.35%2.10%1.35%
Jubilant Foodworks Ltd.
Leisure Services
1.07%2.52%1.07%

Unique to SBI Focused

  • Alphabet Inc.9.17%
  • Muthoot Finance Ltd.5.42%
  • Bajaj Finserv Ltd.4.60%
  • Adani Power Ltd.3.68%
  • Adani Energy Solutions Ltd.3.54%
  • Solar Industries India Ltd.3.43%

Unique to SBI ESG Exclusionary Strategy

  • ICICI Bank Ltd.8.46%
  • Axis Bank Ltd.5.17%
  • Larsen & Toubro Ltd.5.06%
  • Infosys Ltd.4.96%
  • Maruti Suzuki India Ltd.4.14%
  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Banks
15.2% (3)
Finance
3.8% (1)
Consumer Durables
2.6% (1)
Automobiles
2.2% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Electrical Equipment
1.4% (1)
Auto Components
1.4% (1)
Leisure Services
1.1% (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.