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

Portfolio Overlap Analysis · SBI vs SBI

28.6%
Moderate Overlap
10 common stocks · Rank #6369 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other
Fund B
SBI Quant Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI QuantOverlap
State Bank of India
Banks
4.62%7.67%4.62%
Eicher Motors Ltd.
Automobiles
4.62%5.46%4.62%
Vedanta Ltd.
Diversified Metals
4.32%5.73%4.32%
Infosys Ltd.
IT - Software
3.96%6.54%3.96%
HDFC Bank Ltd.
Banks
5.97%3.07%3.07%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
2.54%2.80%2.54%
Muthoot Finance Ltd.
Finance
2.74%2.29%2.29%
Tech Mahindra Ltd.
IT - Software
3.26%1.62%1.62%
ICICI Bank Ltd.
Banks
4.97%0.85%0.85%
Reliance Industries Ltd.
Petroleum Products
3.62%0.70%0.70%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%

Unique to SBI Quant

  • Hero MotoCorp Ltd.5.48%
  • Bharat Petroleum Corporation Ltd.5.45%
  • HDFC Asset Management Co. Ltd.5.22%
  • HCL Technologies Ltd.5.21%
  • Axis Bank Ltd.5.17%
  • Indus Towers Ltd.5.06%

Sector Overlap Breakdown

Banks
8.5% (3)
IT - Software
5.6% (2)
Automobiles
4.6% (1)
Diversified Metals
4.3% (1)
Agricultural, Commercial & Construction Vehicles
2.5% (1)
Finance
2.3% (1)
Petroleum Products
0.7% (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.