SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN vs SBI Dividend Yield Fund

Portfolio Overlap Analysis · SBI vs SBI

39.4%
Moderate Overlap
20 common stocks · Rank #2818 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid
Fund B
SBI Dividend Yield Fund
SBI · Dividend Yield

Common Holdings (10)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SBI Dividend YieldOverlap
HDFC Bank Ltd.
Banks
6.30%8.21%6.30%
ICICI Bank Ltd.
Banks
4.67%6.21%4.67%
Larsen & Toubro Ltd.
Construction
3.54%5.39%3.54%
State Bank of India
Banks
3.51%5.50%3.51%
Maruti Suzuki India Ltd.
Automobiles
3.16%3.80%3.16%
Infosys Ltd.
IT - Software
2.53%4.69%2.53%
Axis Bank Ltd.
Banks
2.46%2.16%2.16%
TVS Motor Company Ltd.
Automobiles
1.65%1.74%1.65%
Schaeffler India Ltd.
Auto Components
1.63%2.18%1.63%
Ultratech Cement Ltd.
Cement & Cement Products
2.58%1.34%1.34%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Reliance Industries Ltd.4.42%
  • Kotak Mahindra Bank Ltd.2.11%

Unique to SBI Dividend Yield

  • Power Grid Corporation of India Ltd.4.04%
  • Tata Consultancy Services Ltd.3.89%
  • Oil & Natural Gas Corporation Ltd.3.10%
  • GAIL (India) Ltd.2.83%

Sector Overlap Breakdown

Banks
16.6% (4)
Automobiles
4.8% (2)
Construction
3.5% (1)
IT - Software
2.5% (1)
Consumer Durables
2.3% (2)
Pharmaceuticals & Biotechnology
2.2% (2)
Auto Components
1.6% (1)
Cement & Cement Products
1.3% (1)
Industrial Products
1.3% (2)
IT - Services
1.1% (1)
Chemicals & Petrochemicals
1.1% (1)
Healthcare Services
0.8% (1)
Textiles & Apparels
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

More comparisons for SBI Dividend Yield

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