SBI MultiCap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

23.9%
Moderate Overlap
16 common stocks · Rank #8614 of 28,292 pairs
Fund A
SBI MultiCap Fund
SBI · Multi Cap
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in SBI MultiCapWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
6.30%3.72%3.72%
ICICI Bank Ltd.
Banks
4.67%3.26%3.26%
Axis Bank Ltd.
Banks
2.46%2.14%2.14%
Kotak Mahindra Bank Ltd.
Banks
2.11%4.24%2.11%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.75%2.55%1.75%
Infosys Ltd.
IT - Software
2.53%1.64%1.64%
Bajaj Finserv Ltd.
Finance
1.32%3.25%1.32%
Jubilant Foodworks Ltd.
Leisure Services
1.32%2.49%1.32%
Asian Paints Ltd.
Consumer Durables
1.20%2.70%1.20%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.13%2.57%1.13%

Unique to SBI MultiCap

  • Indus Towers Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Torrent Power Ltd.2.96%
  • Bharti Airtel Ltd.2.82%
  • Dalmia Bharat Ltd.2.73%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Reliance Industries Ltd.4.42%
  • Larsen & Toubro Ltd.3.54%
  • State Bank of India3.51%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%

Sector Overlap Breakdown

Banks
11.2% (4)
Consumer Durables
2.0% (2)
Non - Ferrous Metals
1.8% (1)
IT - Software
1.6% (1)
Leisure Services
1.5% (2)
Finance
1.3% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Power
1.1% (1)
Auto Components
1.0% (1)
Textiles & Apparels
0.7% (1)
Industrial Products
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI MultiCap

More comparisons for SBI RETIREMENT BENEFIT FUND -

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