SBI Long Term Advantage Fund - Series III vs SBI Nifty 50 ETF
Portfolio Overlap Analysis · SBI vs SBI
36.3%
Moderate Overlap
10 common stocks · Rank #3630 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in SBI Nifty 50 ETF | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 8.20% | 8.10% | 8.10% |
HDFC Bank Ltd. Banks | 11.83% | 5.92% | 5.92% |
ICICI Bank Ltd. Banks | 8.58% | 4.95% | 4.95% |
Larsen & Toubro Ltd. Construction | 4.38% | 5.19% | 4.38% |
State Bank of India Banks | 4.34% | 5.10% | 4.34% |
Axis Bank Ltd. Banks | 3.45% | 5.66% | 3.45% |
Kotak Mahindra Bank Ltd. Banks | 2.66% | 3.62% | 2.66% |
Bajaj Finserv Ltd. Finance | 0.99% | 3.17% | 0.99% |
SBI Life Insurance Co. Ltd. Insurance | 0.80% | 1.85% | 0.80% |
Tech Mahindra Ltd. IT - Software | 0.75% | 2.06% | 0.75% |
Unique to SBI Long Term Advantage Fund -
- Aster DM Healthcare Ltd.5.46%
- Bank of Baroda3.41%
Unique to SBI Nifty 50 ETF
- Bharti Airtel Ltd.4.56%
- Infosys Ltd.3.97%
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks21.3% (5)
Petroleum Products8.1% (1)
Construction4.4% (1)
Finance1.0% (1)
Insurance0.8% (1)
IT - Software0.8% (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.