SBI Nifty 500 Index Fund vs SBI Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · SBI vs SBI

9.8%
Low Overlap
250 common stocks · Rank #20736 of 28,292 pairs
Fund A
SBI Nifty 500 Index Fund
SBI · Equity - Other
Fund B
SBI Nifty Smallcap 250 Index Fund
SBI · Small Cap

Common Holdings (10)

StockWt% in SBI Nifty 500 IndexWt% in SBI Nifty Smallcap 250 IndexOverlap
Multi Commodity Exchange of India Ltd.
Capital Markets
3.26%0.32%0.32%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
2.19%0.21%0.21%
Karur Vysya Bank Ltd.
Banks
1.61%0.16%0.16%
Delhivery Ltd.
Transport Services
1.23%0.12%0.12%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
1.20%0.12%0.12%
Central Depository Services (I) Ltd.
Capital Markets
1.19%0.12%0.12%
Radico Khaitan Ltd.
Beverages
1.09%0.11%0.11%
City Union Bank Ltd.
Banks
1.07%0.10%0.10%
RBL Bank Ltd.
Banks
1.01%0.10%0.10%
Hindustan Copper Ltd.
Non - Ferrous Metals
0.97%0.10%0.10%

Unique to SBI Nifty 500 Index

  • HDFC Bank Ltd.6.96%
  • ICICI Bank Ltd.5.05%
  • Reliance Industries Ltd.4.82%
  • Bharti Airtel Ltd.2.68%
  • Larsen & Toubro Ltd.2.58%
  • State Bank of India2.56%
  • Infosys Ltd.2.33%
  • Axis Bank Ltd.2.03%
  • Kotak Mahindra Bank Ltd.1.56%
  • Mahindra & Mahindra Ltd.1.55%

Unique to SBI Nifty Smallcap 250 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
1.0% (21)
Finance
0.9% (20)
Capital Markets
0.9% (10)
Industrial Products
0.7% (21)
Chemicals & Petrochemicals
0.5% (12)
Banks
0.5% (6)
Auto Components
0.5% (11)
Healthcare Services
0.4% (9)
Consumer Durables
0.4% (11)
Construction
0.3% (9)
Transport Services
0.2% (4)
Leisure Services
0.2% (10)
Industrial Manufacturing
0.2% (6)
Power
0.2% (6)
IT - Software
0.2% (8)
Commercial Services & Supplies
0.2% (5)
IT - Services
0.2% (5)
Automobiles
0.1% (4)
Electrical Equipment
0.1% (5)
Realty
0.1% (4)
Insurance
0.1% (3)
Aerospace & Defense
0.1% (3)
Gas
0.1% (3)
Entertainment
0.1% (4)
Agricultural Food & other Products
0.1% (4)
Beverages
0.1% (1)
Cement & Cement Products
0.1% (4)
Food Products
0.1% (4)
Fertilizers & Agrochemicals
0.1% (4)
Retailing
0.1% (5)
Non - Ferrous Metals
0.1% (1)
Personal Products
0.1% (3)
Petroleum Products
0.1% (3)
Textiles & Apparels
0.1% (4)
Telecom - Services
0.1% (3)
Agricultural, Commercial & Construction Vehicles
0.1% (2)
Minerals & Mining
0.1% (2)
Ferrous Metals
0.1% (2)
Household Products
0.0% (2)
Paper, Forest & Jute Products
0.0% (1)
Telecom - Equipment & Accessories
0.0% (2)
Healthcare Equipment & Supplies
0.0% (1)
Diversified
0.0% (1)
Oil
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Nifty 500 Index

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