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

Portfolio Overlap Analysis · SBI vs SBI

10.8%
Low Overlap
6 common stocks · Rank #19433 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other
Fund B
SBI Smallcap Fund
SBI · Small Cap

Common Holdings (6)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI SmallcapOverlap
City Union Bank Ltd.
Banks
3.21%5.43%3.21%
Krishna Institute of Medical Sciences Ltd.
Healthcare Services
2.63%3.13%2.63%
Deepak Fertilizers and Petrochemicals Corporation Ltd.
Chemicals & Petrochemicals
1.50%1.99%1.50%
Aptus Value Housing Finance India Ltd.
Finance
1.36%1.77%1.36%
Afcons Infrastructure Ltd.
Construction
1.33%1.46%1.33%
Hatsun Agro Product Ltd.
Food Products
0.75%3.07%0.75%

Unique to SBI Long Term Advantage Fund -

  • HDFC Bank Ltd.5.04%
  • Axis Bank Ltd.4.85%
  • Tata Motors Ltd.4.85%
  • Larsen & Toubro Ltd.4.54%
  • Bharti Airtel Ltd.4.12%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Delhivery Ltd.3.11%

Unique to SBI Smallcap

  • Ather Energy Ltd.4.09%
  • ZF Commercial Vehicle Control Systems India Ltd.3.04%
  • Kalpataru Projects International Ltd.2.80%
  • Navin Fluorine International Ltd.2.69%
  • SBFC Finance Ltd.2.38%
  • Belrise Industries Ltd.2.34%
  • E.I.D-Parry (India) Ltd.2.31%
  • Doms Industries Ltd.2.20%

Sector Overlap Breakdown

Banks
3.2% (1)
Healthcare Services
2.6% (1)
Chemicals & Petrochemicals
1.5% (1)
Finance
1.4% (1)
Construction
1.3% (1)
Food Products
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

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