SBI Large and Midcap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

33.5%
Moderate Overlap
25 common stocks · Rank #4504 of 28,292 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
5.04%6.30%5.04%
State Bank of India
Banks
3.56%3.51%3.51%
ICICI Bank Ltd.
Banks
2.95%4.67%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%4.42%2.73%
Axis Bank Ltd.
Banks
3.28%2.46%2.46%
Abbott India Ltd.
Pharmaceuticals & Biotechnology
1.88%1.43%1.43%
Jubilant Foodworks Ltd.
Leisure Services
1.24%1.32%1.24%
Asian Paints Ltd.
Consumer Durables
2.36%1.20%1.20%
Infosys Ltd.
IT - Software
1.17%2.53%1.17%
ZF Commercial Vehicle Control Systems India Ltd.
Auto Components
1.13%1.51%1.13%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Larsen & Toubro Ltd.3.54%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Kotak Mahindra Bank Ltd.2.11%

Sector Overlap Breakdown

Banks
14.0% (4)
Consumer Durables
3.3% (4)
Petroleum Products
2.7% (1)
Pharmaceuticals & Biotechnology
2.6% (2)
IT - Software
1.9% (2)
Industrial Products
1.6% (2)
Leisure Services
1.2% (1)
Auto Components
1.1% (1)
Power
1.1% (1)
Retailing
1.0% (1)
Non - Ferrous Metals
0.9% (1)
Textiles & Apparels
0.7% (1)
Industrial Manufacturing
0.5% (1)
Healthcare Services
0.5% (1)
Cement & Cement Products
0.3% (1)
Electrical Equipment
0.2% (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.