SBI Long Term Advantage Fund - Series VI vs SBI Long Term Advantage Fund - Series III
Portfolio Overlap Analysis · SBI vs SBI
26.9%
Moderate Overlap
8 common stocks · Rank #7077 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in SBI Long Term Advantage Fund - | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.92% | 5.04% | 5.04% |
Axis Bank Ltd. Banks | 5.66% | 4.85% | 4.85% |
Larsen & Toubro Ltd. Construction | 5.19% | 4.54% | 4.54% |
Bank of Baroda Banks | 3.41% | 3.71% | 3.41% |
Vedanta Ltd. Diversified Metals | 2.94% | 3.03% | 2.94% |
Kotak Mahindra Bank Ltd. Banks | 3.62% | 2.40% | 2.40% |
Colgate Palmolive (India) Ltd. Personal Products | 2.73% | 1.89% | 1.89% |
SBI Life Insurance Co. Ltd. Insurance | 1.85% | 2.35% | 1.85% |
Unique to SBI Long Term Advantage Fund -
- City Union Bank Ltd.5.43%
- Tata Motors Ltd.4.85%
- Bharti Airtel Ltd.4.12%
- Astral Ltd.3.84%
- Krishna Institute of Medical Sciences Ltd.3.13%
- Delhivery Ltd.3.11%
Unique to SBI Long Term Advantage Fund -
- Reliance Industries Ltd.8.10%
- Aster DM Healthcare Ltd.5.46%
- State Bank of India5.10%
- ICICI Bank Ltd.4.95%
- Bajaj Finserv Ltd.3.17%
Sector Overlap Breakdown
Banks15.7% (4)
Construction4.5% (1)
Diversified Metals2.9% (1)
Personal Products1.9% (1)
Insurance1.9% (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.