SBI Focused Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

24.8%
Moderate Overlap
11 common stocks · Rank #8130 of 28,282 pairs
Fund A
SBI Focused Fund
SBI · Focused
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI FocusedWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
5.74%7.65%5.74%
State Bank of India
Banks
6.38%4.50%4.50%
Kotak Mahindra Bank Ltd.
Banks
4.31%2.64%2.64%
Bajaj Finance Ltd.
Finance
4.12%2.31%2.31%
Bajaj Finserv Ltd.
Finance
4.60%1.62%1.62%
Jubilant Foodworks Ltd.
Leisure Services
2.52%1.60%1.60%
Asian Paints Ltd.
Consumer Durables
2.91%1.47%1.47%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.62%1.44%1.44%
Torrent Power Ltd.
Power
2.53%1.27%1.27%
Sona Blw Precision Forgings Ltd.
Auto Components
2.10%1.12%1.12%

Unique to SBI Focused

  • Muthoot Finance Ltd.5.42%
  • Adani Power Ltd.3.68%
  • Adani Energy Solutions Ltd.3.54%
  • Solar Industries India Ltd.3.43%
  • Eicher Motors Ltd.3.14%

Unique to SBI RETIREMENT BENEFIT FUND -

  • ICICI Bank Ltd.5.85%
  • Reliance Industries Ltd.5.57%
  • Larsen & Toubro Ltd.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%

Sector Overlap Breakdown

Banks
12.9% (3)
Finance
3.9% (2)
Leisure Services
1.6% (1)
Consumer Durables
1.5% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Power
1.3% (1)
Auto Components
1.1% (1)
Electrical Equipment
1.1% (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.