SBI Large Cap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
Portfolio Overlap Analysis · SBI vs SBI
38.1%
Moderate Overlap
16 common stocks · Rank #3173 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Large Cap | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.54% | 6.30% | 6.30% |
ICICI Bank Ltd. Banks | 8.20% | 4.67% | 4.67% |
Reliance Industries Ltd. Petroleum Products | 6.18% | 4.42% | 4.42% |
Larsen & Toubro Ltd. Construction | 5.73% | 3.54% | 3.54% |
State Bank of India Banks | 4.16% | 3.51% | 3.51% |
Infosys Ltd. IT - Software | 3.16% | 2.53% | 2.53% |
Axis Bank Ltd. Banks | 3.44% | 2.46% | 2.46% |
Kotak Mahindra Bank Ltd. Banks | 3.46% | 2.11% | 2.11% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.84% | 1.75% | 1.75% |
Asian Paints Ltd. Consumer Durables | 3.57% | 1.20% | 1.20% |
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Tata Motors Ltd.3.48%
Unique to SBI RETIREMENT BENEFIT FUND -
- Maruti Suzuki India Ltd.3.16%
- Ultratech Cement Ltd.2.58%
Sector Overlap Breakdown
Banks19.1% (5)
Petroleum Products4.4% (1)
Construction3.5% (1)
IT - Software2.5% (1)
Auto Components2.0% (2)
Non - Ferrous Metals1.8% (1)
Consumer Durables1.2% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Insurance1.0% (1)
Electrical Equipment0.9% (1)
Textiles & Apparels0.7% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Large Cap
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- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs SBI Nifty Index52.4% · 20 stocks
- vs SBI Nifty 50 ETF52.4% · 20 stocks
- vs HDFCNYEXTF52.4% · 20 stocks
More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy60.5% · 35 stocks
- vs SBI Dividend Yield39.4% · 20 stocks
- vs Parag Parikh Large Cap39.3% · 21 stocks
- vs HDFCN100ET39.3% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.