SBI Long Term Advantage Fund - Series IV vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · SBI vs SBI

27.3%
Moderate Overlap
10 common stocks · Rank #6910 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
5.97%5.04%5.04%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
4.13%4.85%4.13%
Bank of Baroda
Banks
3.87%3.71%3.71%
Vedanta Ltd.
Diversified Metals
4.32%3.03%3.03%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
2.54%2.43%2.43%
Aavas Financiers Ltd.
Finance
2.47%2.22%2.22%
SBI Life Insurance Co. Ltd.
Insurance
1.96%2.35%1.96%
Aptus Value Housing Finance India Ltd.
Finance
1.99%1.77%1.77%
JSW Cement Ltd.
Cement & Cement Products
2.04%1.63%1.63%
Afcons Infrastructure Ltd.
Construction
1.40%1.46%1.40%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • ICICI Bank Ltd.4.97%
  • State Bank of India4.62%
  • Eicher Motors Ltd.4.62%
  • GKW Ltd.4.21%
  • Infosys Ltd.3.96%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Axis Bank Ltd.4.85%
  • Larsen & Toubro Ltd.4.54%
  • Bharti Airtel Ltd.4.12%
  • Astral Ltd.3.84%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks
8.8% (2)
Agricultural, Commercial & Construction Vehicles
6.6% (2)
Finance
4.0% (2)
Diversified Metals
3.0% (1)
Insurance
2.0% (1)
Cement & Cement Products
1.6% (1)
Construction
1.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.