SBI Long Term Advantage Fund - Series IV vs SBI Nifty 50 ETF
Portfolio Overlap Analysis · SBI vs SBI
29.2%
Moderate Overlap
10 common stocks · Rank #6168 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in SBI Nifty 50 ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.83% | 5.97% | 5.97% |
ICICI Bank Ltd. Banks | 8.58% | 4.97% | 4.97% |
State Bank of India Banks | 4.34% | 4.62% | 4.34% |
Infosys Ltd. IT - Software | 3.97% | 3.96% | 3.96% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 3.62% | 3.62% |
Bajaj Finance Ltd. Finance | 2.30% | 6.70% | 2.30% |
Tata Steel Ltd. Ferrous Metals | 1.53% | 3.06% | 1.53% |
Eicher Motors Ltd. Automobiles | 0.96% | 4.62% | 0.96% |
SBI Life Insurance Co. Ltd. Insurance | 0.80% | 1.96% | 0.80% |
Tech Mahindra Ltd. IT - Software | 0.75% | 3.26% | 0.75% |
Unique to SBI Long Term Advantage Fund -
- Tenneco Clean Air India Ltd.7.04%
- Vedanta Ltd.4.32%
- GKW Ltd.4.21%
- Tata Motors Ltd.4.13%
Unique to SBI Nifty 50 ETF
- Bharti Airtel Ltd.4.56%
- Larsen & Toubro Ltd.4.38%
- Axis Bank Ltd.3.45%
- Kotak Mahindra Bank Ltd.2.66%
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks15.3% (3)
IT - Software4.7% (2)
Petroleum Products3.6% (1)
Finance2.3% (1)
Ferrous Metals1.5% (1)
Automobiles1.0% (1)
Insurance0.8% (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.