SBI Long Term Advantage Fund - Series VI vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

5.2%
Low Overlap
9 common stocks · Rank #28014 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (9)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
5.04%1.53%1.53%
Larsen & Toubro Ltd.
Construction
4.54%0.86%0.86%
Maruti Suzuki India Ltd.
Automobiles
2.51%0.77%0.77%
Axis Bank Ltd.
Banks
4.85%0.60%0.60%
Kotak Mahindra Bank Ltd.
Banks
2.40%0.53%0.53%
Jubilant Foodworks Ltd.
Leisure Services
1.68%0.26%0.26%
Grindwell Norton Ltd.
Industrial Products
1.74%0.24%0.24%
Sona Blw Precision Forgings Ltd.
Auto Components
2.52%0.22%0.22%
AIA Engineering Ltd.
Industrial Products
1.66%0.15%0.15%

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%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Unique to SBI RETIREMENT BENEFIT FUND -

  • ICICI Bank Ltd.1.17%
  • Reliance Industries Ltd.1.14%
  • State Bank of India0.94%
  • Ultratech Cement Ltd.0.66%
  • Infosys Ltd.0.65%

Sector Overlap Breakdown

Banks
2.7% (3)
Construction
0.9% (1)
Automobiles
0.8% (1)
Industrial Products
0.4% (2)
Leisure Services
0.3% (1)
Auto Components
0.2% (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.