SBI Multi Asset Allocation Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

15.9%
Low Overlap
37 common stocks · Rank #14389 of 28,292 pairs
Fund A
SBI Multi Asset Allocation Fund
SBI · Equity - Other
Fund B
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap

Common Holdings (10)

StockWt% in SBI Multi Asset AllocationWt% in HDFC Nifty LargeMidcap 250 IndOverlap
Reliance Industries Ltd.
Petroleum Products
1.46%3.38%1.46%
HDFC Bank Ltd.
Banks
1.44%4.88%1.44%
The Federal Bank Ltd.
Banks
1.65%0.98%0.98%
Indus Towers Ltd.
Telecom - Services
1.39%0.78%0.78%
ITC Ltd.
Diversified FMCG
0.73%1.09%0.73%
State Bank of India
Banks
0.70%1.79%0.70%
Axis Bank Ltd.
Banks
0.68%1.43%0.68%
PB Fintech Ltd.
Financial Technology (Fintech)
0.66%0.67%0.66%
HCL Technologies Ltd.
IT - Software
0.66%0.53%0.53%
FSN E-Commerce Ventures Ltd.
Retailing
0.54%0.48%0.48%

Unique to SBI Multi Asset Allocation

  • Brookfield India Real Estate Trust3.42%
  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Oil & Natural Gas Corporation Ltd.1.97%
  • Punjab National Bank1.66%
  • Biocon Ltd.1.44%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • ICICI Bank Ltd.3.54%
  • Bharti Airtel Ltd.1.88%
  • Larsen and Toubro Ltd.1.81%
  • Infosys Limited1.64%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Kotak Mahindra Bank Limited1.10%

Sector Overlap Breakdown

Banks
4.4% (7)
Petroleum Products
1.7% (2)
IT - Software
1.5% (5)
Telecom - Services
1.0% (2)
Fertilizers & Agrochemicals
0.8% (2)
Retailing
0.8% (2)
Personal Products
0.8% (2)
Oil
0.7% (2)
Finance
0.7% (2)
Diversified FMCG
0.7% (1)
Financial Technology (Fintech)
0.7% (1)
Ferrous Metals
0.6% (2)
Insurance
0.4% (2)
Pharmaceuticals & Biotechnology
0.4% (1)
Leisure Services
0.2% (1)
Gas
0.2% (1)
Beverages
0.1% (1)
IT - Services
0.1% (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.