SBI Nifty 50 ETF vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
Portfolio Overlap Analysis · SBI vs SBI
37.5%
Moderate Overlap
14 common stocks · Rank #3280 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Nifty 50 ETF | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.83% | 6.30% | 6.30% |
ICICI Bank Ltd. Banks | 8.58% | 4.67% | 4.67% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 4.42% | 4.42% |
Larsen & Toubro Ltd. Construction | 4.38% | 3.54% | 3.54% |
State Bank of India Banks | 4.34% | 3.51% | 3.51% |
Infosys Ltd. IT - Software | 3.97% | 2.53% | 2.53% |
Axis Bank Ltd. Banks | 3.45% | 2.46% | 2.46% |
Kotak Mahindra Bank Ltd. Banks | 2.66% | 2.11% | 2.11% |
Bajaj Finance Ltd. Finance | 2.30% | 1.88% | 1.88% |
Maruti Suzuki India Ltd. Automobiles | 1.70% | 3.16% | 1.70% |
Unique to SBI Nifty 50 ETF
- Bharti Airtel Ltd.4.56%
- Mahindra & Mahindra Ltd.2.64%
Unique to SBI RETIREMENT BENEFIT FUND -
- Ultratech Cement Ltd.2.58%
Sector Overlap Breakdown
Banks19.1% (5)
Petroleum Products4.4% (1)
Construction3.5% (1)
Finance2.9% (2)
IT - Software2.5% (1)
Automobiles1.7% (1)
Cement & Cement Products1.3% (1)
Non - Ferrous Metals1.2% (1)
Consumer Durables0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Nifty 50 ETF
- vs SBI Nifty Index100.0% · 50 stocks
- vs HDFCNYEXTF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
- vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks
More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy60.5% · 35 stocks
- vs SBI Dividend Yield39.4% · 20 stocks
- vs Parag Parikh Large Cap39.3% · 21 stocks
- vs HDFCN100ET39.3% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.