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

Portfolio Overlap Analysis · SBI vs SBI

8.2%

Low Overlap

5 common stocks · Rank #23054 of 28,282 pairs

Fund A

SBI Long Term Advantage Fund - Series IV

SBI · Equity - Other

Fund B

SBI Smallcap Fund

SBI · Small Cap

Common Holdings (5)

Stock	Wt% in SBI Long Term Advantage Fund -	Wt% in SBI Smallcap	Overlap
Navin Fluorine International Ltd. Chemicals & Petrochemicals	2.71%	2.69%	2.69%
Kalpataru Projects International Ltd. Construction	2.38%	2.80%	2.38%
Aptus Value Housing Finance India Ltd. Finance	1.99%	1.36%	1.36%
Afcons Infrastructure Ltd. Construction	1.40%	1.33%	1.33%
G R Infra projects Ltd. Construction	2.28%	0.43%	0.43%

Unique to SBI Long Term Advantage Fund -

Tenneco Clean Air India Ltd.7.04%
Bajaj Finance Ltd.6.70%
HDFC Bank Ltd.5.97%
ICICI Bank Ltd.4.97%
State Bank of India4.62%
Eicher Motors Ltd.4.62%
Vedanta Ltd.4.32%
GKW Ltd.4.21%
Tata Motors Ltd.4.13%
Infosys Ltd.3.96%

Unique to SBI Smallcap

Ather Energy Ltd.4.09%
City Union Bank Ltd.3.21%
ZF Commercial Vehicle Control Systems India Ltd.3.04%
Krishna Institute of Medical Sciences Ltd.2.63%
SBFC Finance Ltd.2.38%
Belrise Industries Ltd.2.34%
E.I.D-Parry (India) Ltd.2.31%
Doms Industries Ltd.2.20%

Sector Overlap Breakdown

Construction

4.1% (3)

Chemicals & Petrochemicals

2.7% (1)

Finance

1.4% (1)

Analysis

AI-generated comparative analysis coming soon.

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More comparisons for SBI Smallcap

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