SBI Midcap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

17.2%

Low Overlap

17 common stocks · Rank #13108 of 28,292 pairs

Fund A

SBI Midcap Fund

SBI · Mid Cap

Fund B

SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

SBI · Aggressive Hybrid

Common Holdings (10)

Stock	Wt% in SBI Midcap	Wt% in SBI RETIREMENT BENEFIT FUND -	Overlap
State Bank of India Banks	2.34%	3.51%	2.34%
Schaeffler India Ltd. Auto Components	2.26%	1.63%	1.63%
Jubilant Foodworks Ltd. Leisure Services	1.68%	1.32%	1.32%
L&T Technology Services Ltd. IT - Services	1.82%	1.11%	1.11%
Grindwell Norton Ltd. Industrial Products	2.08%	1.06%	1.06%
Torrent Power Ltd. Power	3.92%	1.05%	1.05%
AIA Engineering Ltd. Industrial Products	2.81%	1.05%	1.05%
FSN E-Commerce Ventures Ltd. Retailing	2.55%	1.04%	1.04%
ICICI Prudential Life Insurance Company Ltd. Insurance	2.54%	0.98%	0.98%
Thermax Ltd. Electrical Equipment	1.62%	0.86%	0.86%

Unique to SBI Midcap

Bharat Heavy Electricals Ltd.3.43%
CRISIL Ltd.3.21%
Sundaram Finance Ltd.3.21%
Supreme Industries Ltd.3.07%
Mahindra & Mahindra Financial Services Ltd.3.07%
Bharat Forge Ltd.2.97%
Max Financial Services Ltd.2.82%
The Federal Bank Ltd.2.71%

Unique to SBI RETIREMENT BENEFIT FUND -

HDFC Bank Ltd.6.30%
ICICI Bank Ltd.4.67%
Reliance Industries Ltd.4.42%
Larsen & Toubro Ltd.3.54%
Maruti Suzuki India Ltd.3.16%
Ultratech Cement Ltd.2.58%
Infosys Ltd.2.53%
Axis Bank Ltd.2.46%
Kotak Mahindra Bank Ltd.2.11%

Sector Overlap Breakdown

Industrial Products

2.7% (3)

Banks

2.3% (1)

Auto Components

1.6% (1)

Retailing

1.6% (2)

Realty

1.5% (2)

Leisure Services

1.3% (1)

IT - Services

1.1% (1)

Power

1.1% (1)

Insurance

1.0% (1)

Electrical Equipment

0.9% (1)

Consumer Durables

0.8% (1)

Textiles & Apparels

0.7% (1)

Finance

0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Midcap

vs Nippon India Growth Mid Cap Fu25.7% · 25 stocks
vs SBI Large and Midcap24.2% · 20 stocks
vs Nippon India ETF Nifty Midcap 23.4% · 34 stocks
vs Nippon India Nifty Midcap 150 23.4% · 34 stocks
vs HDFCMIDETF23.3% · 34 stocks

More comparisons for SBI RETIREMENT BENEFIT FUND -

vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
vs SBI ESG Exclusionary Strategy60.5% · 35 stocks
vs SBI Dividend Yield39.4% · 20 stocks
vs Parag Parikh Large Cap39.3% · 21 stocks
vs HDFCN100ET39.3% · 21 stocks

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