SBI Long Term Advantage Fund - Series III vs HDFCSXEXTF
Portfolio Overlap Analysis · HDFC vs SBI
38.6%
Moderate Overlap
9 common stocks · Rank #3032 of 28,292 pairs
Common Holdings (9)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in HDFCSXEXTF | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 8.10% | 9.82% | 8.10% |
HDFC Bank Ltd. Banks | 5.92% | 14.07% | 5.92% |
Larsen & Toubro Ltd. Construction | 5.19% | 5.21% | 5.19% |
State Bank of India Banks | 5.10% | 5.20% | 5.10% |
ICICI Bank Ltd. Banks | 4.95% | 10.26% | 4.95% |
Axis Bank Ltd. Banks | 5.66% | 4.11% | 4.11% |
Kotak Mahindra Bank Ltd. Banks | 3.62% | 3.18% | 3.18% |
Bajaj Finserv Ltd. Finance | 3.17% | 1.19% | 1.19% |
Tech Mahindra Ltd. IT - Software | 2.06% | 0.90% | 0.90% |
Unique to SBI Long Term Advantage Fund -
- Aster DM Healthcare Ltd.5.46%
- Bank of Baroda3.41%
Unique to HDFCSXEXTF
- Bharti Airtel Ltd.5.47%
- Infosys Limited4.84%
- Mahindra & Mahindra Ltd.3.17%
Sector Overlap Breakdown
Banks23.3% (5)
Petroleum Products8.1% (1)
Construction5.2% (1)
Finance1.2% (1)
IT - Software0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Long Term Advantage Fund -
- vs HDFC BSE Sensex Index38.6% · 9 stocks
- vs Nippon India Index Fund - BSE 38.6% · 9 stocks
- vs Nippon India ETF BSE Sensex38.6% · 9 stocks
- vs SBI BSE Sensex ETF38.6% · 9 stocks
- vs SBI BSE Sensex Index38.6% · 9 stocks
More comparisons for HDFCSXEXTF
- vs SBI BSE Sensex ETF100.0% · 30 stocks
- vs HDFC BSE Sensex Index100.0% · 30 stocks
- vs SBI BSE Sensex Index100.0% · 30 stocks
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs Nippon India Index Fund - BSE 99.9% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.