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

Portfolio Overlap Analysis · SBI vs SBI

35.6%
Moderate Overlap
25 common stocks · Rank #3819 of 28,282 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
5.04%7.65%5.04%
State Bank of India
Banks
3.56%4.50%3.56%
Axis Bank Ltd.
Banks
3.28%2.99%2.99%
ICICI Bank Ltd.
Banks
2.95%5.85%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%5.57%2.73%
Abbott India Ltd.
Pharmaceuticals & Biotechnology
1.88%1.48%1.48%
Asian Paints Ltd.
Consumer Durables
2.36%1.47%1.47%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.37%1.44%1.37%
Torrent Power Ltd.
Power
2.04%1.27%1.27%
Jubilant Foodworks Ltd.
Leisure Services
1.24%1.60%1.24%

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.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Infosys Ltd.3.02%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Banks
14.5% (4)
Consumer Durables
3.7% (4)
Pharmaceuticals & Biotechnology
2.9% (2)
Petroleum Products
2.7% (1)
IT - Software
2.2% (2)
Industrial Products
1.3% (2)
Power
1.3% (1)
Leisure Services
1.2% (1)
Retailing
1.2% (1)
Auto Components
1.1% (1)
Non - Ferrous Metals
0.9% (1)
Textiles & Apparels
0.8% (1)
Industrial Manufacturing
0.5% (1)
Healthcare Services
0.5% (1)
Cement & Cement Products
0.5% (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.