SBI Long Term Advantage Fund - Series VI vs SBI Flexicap Fund

Portfolio Overlap Analysis · SBI vs SBI

33.3%
Moderate Overlap
20 common stocks · Rank #4594 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other
Fund B
SBI Flexicap Fund
SBI · Flexi Cap

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI FlexicapOverlap
HDFC Bank Ltd.
Banks
5.70%5.04%5.04%
Axis Bank Ltd.
Banks
5.65%4.85%4.85%
Larsen & Toubro Ltd.
Construction
4.77%4.54%4.54%
Bharti Airtel Ltd.
Telecom - Services
2.69%4.12%2.69%
Kotak Mahindra Bank Ltd.
Banks
3.57%2.40%2.40%
SBI Life Insurance Co. Ltd.
Insurance
2.07%2.35%2.07%
Maruti Suzuki India Ltd.
Automobiles
2.05%2.51%2.05%
Shriram Finance Ltd.
Finance
1.37%2.90%1.37%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
1.20%2.43%1.20%
Krishna Institute of Medical Sciences Ltd.
Healthcare Services
0.94%3.13%0.94%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Delhivery Ltd.3.11%

Unique to SBI Flexicap

  • ICICI Bank Ltd.5.89%
  • Eicher Motors Ltd.3.36%
  • Tata Steel Ltd.3.32%
  • Reliance Industries Ltd.2.93%
  • Infosys Ltd.2.23%

Sector Overlap Breakdown

Banks
13.0% (4)
Construction
5.0% (2)
Finance
2.9% (3)
Telecom - Services
2.7% (1)
Insurance
2.1% (1)
Automobiles
2.0% (1)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Industrial Products
1.2% (2)
Healthcare Services
0.9% (1)
Leisure Services
0.8% (1)
Auto Components
0.6% (1)
Cement & Cement Products
0.5% (1)
Retailing
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

More comparisons for SBI Flexicap

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