SBI Long Term Advantage Fund - Series III vs SBI Long Term Advantage Fund - Series IV
Portfolio Overlap Analysis · SBI vs SBI
29.4%
Moderate Overlap
8 common stocks · Rank #6106 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.92% | 5.97% | 5.92% |
ICICI Bank Ltd. Banks | 4.95% | 4.97% | 4.95% |
State Bank of India Banks | 5.10% | 4.62% | 4.62% |
Reliance Industries Ltd. Petroleum Products | 8.10% | 3.62% | 3.62% |
Bank of Baroda Banks | 3.41% | 3.87% | 3.41% |
Vedanta Ltd. Diversified Metals | 2.94% | 4.32% | 2.94% |
Tech Mahindra Ltd. IT - Software | 2.06% | 3.26% | 2.06% |
SBI Life Insurance Co. Ltd. Insurance | 1.85% | 1.96% | 1.85% |
Unique to SBI Long Term Advantage Fund -
- Axis Bank Ltd.5.66%
- Aster DM Healthcare Ltd.5.46%
- Larsen & Toubro Ltd.5.19%
- Kotak Mahindra Bank Ltd.3.62%
- Bajaj Finserv Ltd.3.17%
Unique to SBI Long Term Advantage Fund -
- Tenneco Clean Air India Ltd.7.04%
- Bajaj Finance Ltd.6.70%
- Eicher Motors Ltd.4.62%
- GKW Ltd.4.21%
- Tata Motors Ltd.4.13%
- Infosys Ltd.3.96%
Sector Overlap Breakdown
Banks18.9% (4)
Petroleum Products3.6% (1)
Diversified Metals2.9% (1)
IT - Software2.1% (1)
Insurance1.9% (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.