SBI Multi Asset Allocation Fund vs SBI Balanced Advantage Fund

Portfolio Overlap Analysis · SBI vs SBI

23.6%
Moderate Overlap
32 common stocks · Rank #8835 of 28,292 pairs
Fund A
SBI Multi Asset Allocation Fund
SBI · Equity - Other
Fund B
SBI Balanced Advantage Fund
SBI · Balanced Advantage

Common Holdings (10)

StockWt% in SBI Multi Asset AllocationWt% in SBI Balanced AdvantageOverlap
GAIL (India) Ltd.
Gas
2.42%2.50%2.42%
Punjab National Bank
Banks
1.66%1.96%1.66%
Reliance Industries Ltd.
Petroleum Products
1.46%5.22%1.46%
HDFC Bank Ltd.
Banks
1.44%4.83%1.44%
Brookfield India Real Estate Trust
Realty
3.42%1.44%1.44%
Indian Oil Corporation Ltd.
Petroleum Products
1.15%1.29%1.15%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.44%1.14%1.14%
Bandhan Bank Ltd.
Banks
2.28%1.04%1.04%
Indus Towers Ltd.
Telecom - Services
1.39%1.01%1.01%
Embassy Office Parks Reit
Realty
1.27%0.87%0.87%

Unique to SBI Multi Asset Allocation

  • Oil & Natural Gas Corporation Ltd.1.97%
  • The Federal Bank Ltd.1.65%

Unique to SBI Balanced Advantage

  • Tata Motors Passenger Vehicles Ltd.2.11%
  • Tata Steel Ltd.2.10%
  • Axis Bank Ltd.2.04%
  • Larsen & Toubro Ltd.1.99%
  • Tech Mahindra Ltd.1.82%
  • Mahindra & Mahindra Ltd.1.81%

Sector Overlap Breakdown

Banks
6.6% (7)
Petroleum Products
2.6% (2)
Gas
2.4% (1)
Realty
2.3% (2)
IT - Software
1.4% (4)
Finance
1.3% (2)
Telecom - Services
1.2% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Oil
0.8% (1)
Personal Products
0.7% (1)
Diversified FMCG
0.7% (1)
Insurance
0.7% (2)
Power
0.6% (1)
Ferrous Metals
0.6% (2)
Retailing
0.4% (1)
Beverages
0.1% (1)
Capital Markets
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.