SBI Long Term Advantage Fund - Series VI vs SBIRIOS

Portfolio Overlap Analysis · SBI vs SBI

25.8%
Moderate Overlap
10 common stocks · Rank #7629 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other
Fund B
SBIRIOS
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBIRIOSOverlap
HDFC Bank Ltd.
Banks
5.04%4.53%4.53%
Bharti Airtel Ltd.
Telecom - Services
4.12%4.32%4.12%
Hatsun Agro Product Ltd.
Food Products
3.07%5.09%3.07%
Meesho Ltd.
Retailing
2.77%4.20%2.77%
Sona Blw Precision Forgings Ltd.
Auto Components
2.52%3.63%2.52%
Kotak Mahindra Bank Ltd.
Banks
2.40%4.49%2.40%
Sanathan Textiles Ltd.
Textiles & Apparels
2.69%2.15%2.15%
Deepak Fertilizers and Petrochemicals Corporation Ltd.
Chemicals & Petrochemicals
1.99%1.89%1.89%
Axis Bank Ltd.
Banks
4.85%1.41%1.41%
Equitas Small Finance Bank Ltd.
Banks
2.35%0.90%0.90%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Larsen & Toubro Ltd.4.54%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Unique to SBIRIOS

  • Bajaj Finserv Ltd.5.24%
  • Adani Power Ltd.4.55%
  • Belrise Industries Ltd.3.92%
  • Berger Paints India Ltd.3.52%

Sector Overlap Breakdown

Banks
9.2% (4)
Telecom - Services
4.1% (1)
Food Products
3.1% (1)
Retailing
2.8% (1)
Auto Components
2.5% (1)
Textiles & Apparels
2.1% (1)
Chemicals & Petrochemicals
1.9% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

More comparisons for SBIRIOS

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