SBI Focused Fund vs SBI Long Term Advantage Fund - Series IV
Portfolio Overlap Analysis · SBI vs SBI
20.4%
Moderate Overlap
5 common stocks · Rank #10748 of 28,282 pairs
Common Holdings (5)
| Stock | Wt% in SBI Focused | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.74% | 5.97% | 5.74% |
State Bank of India Banks | 6.38% | 4.62% | 4.62% |
Bajaj Finance Ltd. Finance | 4.12% | 6.70% | 4.12% |
Eicher Motors Ltd. Automobiles | 3.14% | 4.62% | 3.14% |
Muthoot Finance Ltd. Finance | 5.42% | 2.74% | 2.74% |
Unique to SBI Focused
- Bajaj Finserv Ltd.4.60%
- Kotak Mahindra Bank Ltd.4.31%
- Adani Power Ltd.3.68%
- Adani Energy Solutions Ltd.3.54%
- Solar Industries India Ltd.3.43%
Unique to SBI Long Term Advantage Fund -
- Tenneco Clean Air India Ltd.7.04%
- ICICI Bank Ltd.4.97%
- Vedanta Ltd.4.32%
- GKW Ltd.4.21%
- Tata Motors Ltd.4.13%
- Infosys Ltd.3.96%
Sector Overlap Breakdown
Banks10.4% (2)
Finance6.9% (2)
Automobiles3.1% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Focused
- vs SBI Equity Hybrid33.5% · 16 stocks
- vs SBI ESG Exclusionary Strategy29.1% · 10 stocks
- vs SBI Banking And Financial Serv27.9% · 6 stocks
- vs SBI MultiCap27.2% · 10 stocks
- vs SBIRIOS26.0% · 8 stocks
More comparisons for SBI Long Term Advantage Fund -
- vs SBI Long Term Advantage Fund -46.8% · 14 stocks
- vs NIPPON INDIA QUANT38.0% · 12 stocks
- vs SBI Flexicap33.6% · 17 stocks
- vs SBI Large Cap31.1% · 10 stocks
- vs Nippon India Flexi Cap30.3% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.