SBI Innovative Opportunities Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

15.8%
Low Overlap
11 common stocks · Rank #14414 of 28,292 pairs
Fund A
SBI Innovative Opportunities Fund
SBI · Thematic
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI Innovative OpportunitiesWt% in SBI RETIREMENT BENEFIT FUND - Overlap
Bajaj Finance Ltd.
Finance
2.31%3.31%2.31%
Urban Company Ltd.
Retailing
2.03%2.46%2.03%
Bajaj Finserv Ltd.
Finance
1.62%2.61%1.62%
Abbott India Ltd.
Pharmaceuticals & Biotechnology
1.48%2.67%1.48%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.44%3.87%1.44%
FSN E-Commerce Ventures Ltd.
Retailing
1.31%4.27%1.31%
Grindwell Norton Ltd.
Industrial Products
1.23%1.34%1.23%
Maruti Suzuki India Ltd.
Automobiles
3.91%1.20%1.20%
Sona Blw Precision Forgings Ltd.
Auto Components
1.12%2.60%1.12%
Thermax Ltd.
Electrical Equipment
1.07%2.86%1.07%

Unique to SBI Innovative Opportunities

  • Eternal Ltd.7.93%
  • TBO Tek Ltd.6.91%
  • BlackBuck Ltd.5.86%
  • Ather Energy Ltd.4.47%
  • Meesho Ltd.3.83%
  • Honeywell Automation India Ltd.3.54%
  • Firstsource Solutions Ltd.3.38%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.7.65%
  • ICICI Bank Ltd.5.85%
  • Reliance Industries Ltd.5.57%
  • State Bank of India4.50%
  • Larsen & Toubro Ltd.4.38%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Finance
3.9% (2)
Retailing
3.3% (2)
Pharmaceuticals & Biotechnology
2.9% (2)
Industrial Products
1.2% (1)
Automobiles
1.2% (1)
Auto Components
1.1% (1)
Electrical Equipment
1.1% (1)
Industrial Manufacturing
1.0% (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.