SBI Multi Asset Allocation Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · SBI vs SBI

14.4%
Low Overlap
25 common stocks · Rank #15772 of 28,292 pairs
Fund A
SBI Multi Asset Allocation Fund
SBI · Equity - Other
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (10)

StockWt% in SBI Multi Asset AllocationWt% in SBI Equity SavingsOverlap
Brookfield India Real Estate Trust
Realty
3.42%2.32%2.32%
Oil & Natural Gas Corporation Ltd.
Oil
1.97%1.83%1.83%
Reliance Industries Ltd.
Petroleum Products
1.46%4.87%1.46%
HDFC Bank Ltd.
Banks
1.44%5.19%1.44%
Embassy Office Parks Reit
Realty
1.27%2.30%1.27%
Bank of Baroda
Banks
0.77%2.17%0.77%
State Bank of India
Banks
0.70%2.74%0.70%
Axis Bank Ltd.
Banks
0.68%2.27%0.68%
Bajaj Finserv Ltd.
Finance
0.61%2.26%0.61%
Indus Towers Ltd.
Telecom - Services
1.39%0.58%0.58%

Unique to SBI Multi Asset Allocation

  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Punjab National Bank1.66%
  • The Federal Bank Ltd.1.65%
  • Biocon Ltd.1.44%

Unique to SBI Equity Savings

  • Kotak Mahindra Bank Ltd.4.23%
  • ICICI Bank Ltd.3.11%
  • Larsen & Toubro Ltd.2.73%

Sector Overlap Breakdown

Banks
4.2% (7)
Realty
3.6% (2)
Oil
1.8% (1)
Petroleum Products
1.5% (1)
Telecom - Services
0.8% (2)
IT - Software
0.7% (2)
Finance
0.6% (1)
Personal Products
0.5% (2)
Ferrous Metals
0.4% (2)
Diversified FMCG
0.2% (1)
Beverages
0.1% (1)
Leisure Services
0.1% (1)
Gas
0.0% (1)
Financial Technology (Fintech)
0.0% (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.