SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · SBI vs SBI

60.5%
High Overlap
35 common stocks · Rank #554 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (10)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SBI ESG Exclusionary StrategyOverlap
HDFC Bank Ltd.
Banks
8.66%6.30%6.30%
ICICI Bank Ltd.
Banks
8.46%4.67%4.67%
Larsen & Toubro Ltd.
Construction
5.06%3.54%3.54%
State Bank of India
Banks
5.61%3.51%3.51%
Maruti Suzuki India Ltd.
Automobiles
4.14%3.16%3.16%
Ultratech Cement Ltd.
Cement & Cement Products
3.74%2.58%2.58%
Reliance Industries Ltd.
Petroleum Products
2.54%4.42%2.54%
Infosys Ltd.
IT - Software
4.96%2.53%2.53%
Axis Bank Ltd.
Banks
5.17%2.46%2.46%
Kotak Mahindra Bank Ltd.
Banks
3.88%2.11%2.11%

Unique to SBI RETIREMENT BENEFIT FUND -

All top holdings are shared with the other fund.

Unique to SBI ESG Exclusionary Strategy

  • Bajaj Finance Ltd.3.78%

Sector Overlap Breakdown

Banks
19.1% (5)
Automobiles
4.8% (2)
Consumer Durables
3.9% (4)
Construction
3.5% (1)
IT - Software
3.3% (2)
Cement & Cement Products
2.6% (1)
Petroleum Products
2.5% (1)
Auto Components
2.4% (2)
Leisure Services
2.1% (2)
Finance
1.9% (1)
Non - Ferrous Metals
1.8% (1)
Industrial Products
1.7% (1)
Electrical Equipment
1.6% (2)
Realty
1.5% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Chemicals & Petrochemicals
1.1% (1)
IT - Services
1.1% (1)
Retailing
1.0% (1)
Insurance
1.0% (1)
Industrial Manufacturing
0.9% (1)
Healthcare Services
0.8% (1)
Textiles & Apparels
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

More comparisons for SBI ESG Exclusionary Strategy

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