SBI Long Term Advantage Fund - Series V vs HDFC Flexi Cap Fund
Portfolio Overlap Analysis · HDFC vs SBI
30.3%
Moderate Overlap
10 common stocks · Rank #5753 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in HDFC Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.30% | 7.25% | 6.30% |
ICICI Bank Ltd. Banks | 5.27% | 8.78% | 5.27% |
State Bank of India Banks | 5.58% | 5.26% | 5.26% |
Maruti Suzuki India Ltd. Automobiles | 4.54% | 2.96% | 2.96% |
Eicher Motors Ltd. Automobiles | 4.37% | 2.55% | 2.55% |
SBI Life Insurance Co. Ltd. Insurance | 2.22% | 4.06% | 2.22% |
Infosys Ltd. IT - Software | 3.43% | 1.73% | 1.73% |
Bank of Baroda Banks | 3.52% | 1.67% | 1.67% |
Eternal Ltd. Retailing | 3.36% | 1.49% | 1.49% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 3.50% | 0.83% | 0.83% |
Unique to SBI Long Term Advantage Fund -
- Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
- Sanathan Textiles Ltd.4.62%
- Muthoot Finance Ltd.4.24%
Unique to HDFC Flexi Cap
- Axis Bank Ltd.7.44%
- Kotak Mahindra Bank Limited3.76%
- Bharti Airtel Ltd.3.06%
- HCL Technologies Ltd.2.94%
- Larsen and Toubro Ltd.2.85%
Sector Overlap Breakdown
Banks18.5% (4)
Automobiles5.5% (2)
Insurance2.2% (1)
IT - Software1.7% (1)
Retailing1.5% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Analysis
AI-generated comparative analysis coming soon.
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- vs NIPPON INDIA QUANT33.1% · 10 stocks
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More comparisons for HDFC Flexi Cap
- vs HDFCTS70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs HDFC Retirement Savings Fund -51.6% · 26 stocks
- vs SBI Nifty Index49.1% · 23 stocks
- vs SBI Nifty 50 ETF49.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.