SBI Midcap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
20.0%
Moderate Overlap
17 common stocks · Rank #10968 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Midcap | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
State Bank of India Banks | 2.34% | 4.50% | 2.34% |
Schaeffler India Ltd. Auto Components | 2.26% | 2.10% | 2.10% |
Jubilant Foodworks Ltd. Leisure Services | 1.68% | 1.60% | 1.60% |
FSN E-Commerce Ventures Ltd. Retailing | 2.55% | 1.31% | 1.31% |
Torrent Power Ltd. Power | 3.92% | 1.27% | 1.27% |
L&T Technology Services Ltd. IT - Services | 1.82% | 1.27% | 1.27% |
Grindwell Norton Ltd. Industrial Products | 2.08% | 1.23% | 1.23% |
ICICI Prudential Life Insurance Company Ltd. Insurance | 2.54% | 1.18% | 1.18% |
HDB Financial Services Ltd. Finance | 2.28% | 1.08% | 1.08% |
Thermax Ltd. Electrical Equipment | 1.62% | 1.07% | 1.07% |
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%
- AIA Engineering Ltd.2.81%
- The Federal Bank Ltd.2.71%
Unique to SBI RETIREMENT BENEFIT FUND -
- HDFC Bank Ltd.7.65%
- ICICI Bank Ltd.5.85%
- Reliance Industries Ltd.5.57%
- Larsen & Toubro Ltd.4.38%
- Maruti Suzuki India Ltd.3.91%
- Infosys Ltd.3.02%
- Axis Bank Ltd.2.99%
- Ultratech Cement Ltd.2.98%
- Kotak Mahindra Bank Ltd.2.64%
Sector Overlap Breakdown
Industrial Products2.6% (3)
Banks2.3% (1)
Auto Components2.1% (1)
Realty1.9% (2)
Retailing1.8% (2)
Leisure Services1.6% (1)
Power1.3% (1)
IT - Services1.3% (1)
Insurance1.2% (1)
Finance1.1% (1)
Electrical Equipment1.1% (1)
Consumer Durables1.0% (1)
Textiles & Apparels0.8% (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.