SBI Long Term Advantage Fund - Series V vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

28.5%
Moderate Overlap
10 common stocks · Rank #6408 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
6.30%7.65%6.30%
ICICI Bank Ltd.
Banks
5.27%5.85%5.27%
State Bank of India
Banks
5.58%4.50%4.50%
Maruti Suzuki India Ltd.
Automobiles
4.54%3.91%3.91%
Infosys Ltd.
IT - Software
3.43%3.02%3.02%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
2.73%1.48%1.48%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.50%1.44%1.44%
Grindwell Norton Ltd.
Industrial Products
3.44%1.23%1.23%
Sona Blw Precision Forgings Ltd.
Auto Components
2.19%1.12%1.12%
Brigade Hotel Ventures Ltd.
Leisure Services
0.25%0.72%0.25%

Unique to SBI Long Term Advantage Fund -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • Sanathan Textiles Ltd.4.62%
  • Eicher Motors Ltd.4.37%
  • Muthoot Finance Ltd.4.24%
  • Bank of Baroda3.52%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Reliance Industries Ltd.5.57%
  • Larsen & Toubro Ltd.4.38%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Banks
16.1% (3)
Automobiles
3.9% (1)
IT - Software
3.0% (1)
Chemicals & Petrochemicals
1.5% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Industrial Products
1.2% (1)
Auto Components
1.1% (1)
Leisure Services
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

More comparisons for SBI RETIREMENT BENEFIT FUND -

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