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

Portfolio Overlap Analysis · SBI vs SBI

23.4%
Moderate Overlap
6 common stocks · Rank #8934 of 28,292 pairs
Fund A
SBI Focused Fund
SBI · Focused
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (6)

StockWt% in SBI FocusedWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
5.74%6.30%5.74%
State Bank of India
Banks
6.38%5.58%5.58%
Muthoot Finance Ltd.
Finance
5.42%4.24%4.24%
Eicher Motors Ltd.
Automobiles
3.14%4.37%3.14%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.62%3.50%2.62%
Sona Blw Precision Forgings Ltd.
Auto Components
2.10%2.19%2.10%

Unique to SBI Focused

  • Alphabet Inc.9.17%
  • Bajaj Finserv Ltd.4.60%
  • Kotak Mahindra Bank Ltd.4.31%
  • Bajaj Finance Ltd.4.12%
  • Adani Power Ltd.3.68%
  • Adani Energy Solutions Ltd.3.54%
  • Solar Industries India Ltd.3.43%

Unique to SBI Long Term Advantage Fund -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • ICICI Bank Ltd.5.27%
  • Sanathan Textiles Ltd.4.62%
  • Maruti Suzuki India Ltd.4.54%
  • Bank of Baroda3.52%

Sector Overlap Breakdown

Banks
11.3% (2)
Finance
4.2% (1)
Automobiles
3.1% (1)
Pharmaceuticals & Biotechnology
2.6% (1)
Auto Components
2.1% (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.