SBI Focused Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

21.1%
Moderate Overlap
11 common stocks · Rank #10276 of 28,292 pairs
Fund A
SBI Focused Fund
SBI · Focused
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in SBI FocusedWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
5.74%6.30%5.74%
State Bank of India
Banks
6.38%3.51%3.51%
Kotak Mahindra Bank Ltd.
Banks
4.31%2.11%2.11%
Bajaj Finance Ltd.
Finance
4.12%1.88%1.88%
Bajaj Finserv Ltd.
Finance
4.60%1.32%1.32%
Jubilant Foodworks Ltd.
Leisure Services
2.52%1.32%1.32%
Asian Paints Ltd.
Consumer Durables
2.91%1.20%1.20%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.62%1.13%1.13%
Torrent Power Ltd.
Power
2.53%1.05%1.05%
Sona Blw Precision Forgings Ltd.
Auto Components
2.10%0.98%0.98%

Unique to SBI Focused

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

Unique to SBI RETIREMENT BENEFIT FUND -

  • ICICI Bank Ltd.4.67%
  • Reliance Industries Ltd.4.42%
  • Larsen & Toubro Ltd.3.54%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Infosys Ltd.2.53%
  • Axis Bank Ltd.2.46%

Sector Overlap Breakdown

Banks
11.4% (3)
Finance
3.2% (2)
Leisure Services
1.3% (1)
Consumer Durables
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Power
1.1% (1)
Auto Components
1.0% (1)
Electrical Equipment
0.9% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Focused

More comparisons for SBI RETIREMENT BENEFIT FUND -

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