SBI Nifty 500 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · SBI vs SBI

23.6%
Moderate Overlap
46 common stocks · Rank #8863 of 28,292 pairs
Fund A
SBI Nifty 500 Index Fund
SBI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in SBI Nifty 500 IndexWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%6.96%3.17%
ICICI Bank Ltd.
Banks
2.33%5.05%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%4.82%2.23%
State Bank of India
Banks
1.83%2.56%1.83%
Larsen & Toubro Ltd.
Construction
1.76%2.58%1.76%
Axis Bank Ltd.
Banks
1.26%2.03%1.26%
Infosys Ltd.
IT - Software
1.20%2.33%1.20%
Kotak Mahindra Bank Ltd.
Banks
1.08%1.56%1.08%
Maruti Suzuki India Ltd.
Automobiles
1.56%1.00%1.00%
Bajaj Finance Ltd.
Finance
0.96%1.36%0.96%

Unique to SBI Nifty 500 Index

  • Bharti Airtel Ltd.2.68%
  • Mahindra & Mahindra Ltd.1.55%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%

Sector Overlap Breakdown

Banks
9.7% (5)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
Finance
1.5% (2)
Automobiles
1.5% (2)
IT - Software
1.4% (2)
Consumer Durables
0.8% (4)
Cement & Cement Products
0.8% (2)
Non - Ferrous Metals
0.7% (1)
Pharmaceuticals & Biotechnology
0.5% (2)
Realty
0.4% (3)
Leisure Services
0.4% (2)
Chemicals & Petrochemicals
0.4% (2)
Auto Components
0.3% (4)
Electrical Equipment
0.2% (2)
Industrial Products
0.2% (3)
Retailing
0.2% (1)
Power
0.1% (1)
Insurance
0.1% (1)
Textiles & Apparels
0.1% (1)
Healthcare Services
0.1% (1)
IT - Services
0.1% (1)
Industrial Manufacturing
0.0% (1)
Agricultural Food & other Products
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.