SBI Multi Asset Allocation Fund vs SBI Contra Fund

Portfolio Overlap Analysis · SBI vs SBI

22.9%
Moderate Overlap
35 common stocks · Rank #9216 of 28,292 pairs
Fund A
SBI Multi Asset Allocation Fund
SBI · Equity - Other
Fund B
SBI Contra Fund
SBI · Value/Contra

Common Holdings (10)

StockWt% in SBI Multi Asset AllocationWt% in SBI ContraOverlap
GAIL (India) Ltd.
Gas
2.12%2.42%2.12%
Punjab National Bank
Banks
3.05%1.66%1.66%
Reliance Industries Ltd.
Petroleum Products
5.03%1.46%1.46%
HDFC Bank Ltd.
Banks
7.31%1.44%1.44%
Biocon Ltd.
Pharmaceuticals & Biotechnology
3.18%1.44%1.44%
Indus Towers Ltd.
Telecom - Services
2.60%1.39%1.39%
Oil & Natural Gas Corporation Ltd.
Oil
1.36%1.97%1.36%
Indian Oil Corporation Ltd.
Petroleum Products
1.38%1.15%1.15%
Embassy Office Parks Reit
Realty
0.91%1.27%0.91%
Dabur India Ltd.
Personal Products
1.99%0.76%0.76%

Unique to SBI Multi Asset Allocation

  • Brookfield India Real Estate Trust3.42%
  • Bandhan Bank Ltd.2.28%
  • The Federal Bank Ltd.1.65%

Unique to SBI Contra

  • Tata Steel Ltd.3.20%
  • Kotak Mahindra Bank Ltd.2.71%
  • Torrent Power Ltd.2.09%

Sector Overlap Breakdown

Banks
5.5% (7)
Petroleum Products
2.6% (2)
Gas
2.1% (1)
IT - Software
1.7% (4)
Pharmaceuticals & Biotechnology
1.6% (2)
Telecom - Services
1.6% (2)
Oil
1.4% (1)
Realty
1.1% (2)
Personal Products
0.8% (1)
Finance
0.7% (1)
Diversified FMCG
0.7% (1)
Insurance
0.7% (2)
Ferrous Metals
0.6% (2)
Power
0.6% (1)
Retailing
0.5% (1)
Fertilizers & Agrochemicals
0.3% (2)
Capital Markets
0.3% (1)
Beverages
0.1% (1)
Cement & Cement Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Multi Asset Allocation

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