SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
79.2%
High Overlap
52 common stocks · Rank #289 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI RETIREMENT BENEFIT FUND - | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.65% | 6.30% | 6.30% |
ICICI Bank Ltd. Banks | 5.85% | 4.67% | 4.67% |
Reliance Industries Ltd. Petroleum Products | 5.57% | 4.42% | 4.42% |
Larsen & Toubro Ltd. Construction | 4.38% | 3.54% | 3.54% |
State Bank of India Banks | 4.50% | 3.51% | 3.51% |
Maruti Suzuki India Ltd. Automobiles | 3.91% | 3.16% | 3.16% |
Ultratech Cement Ltd. Cement & Cement Products | 2.98% | 2.58% | 2.58% |
Infosys Ltd. IT - Software | 3.02% | 2.53% | 2.53% |
Axis Bank Ltd. Banks | 2.99% | 2.46% | 2.46% |
Kotak Mahindra Bank Ltd. Banks | 2.64% | 2.11% | 2.11% |
Unique to SBI RETIREMENT BENEFIT FUND -
All top holdings are shared with the other fund.
Unique to SBI RETIREMENT BENEFIT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.1% (5)
Auto Components5.2% (4)
Industrial Products5.1% (5)
Automobiles4.8% (2)
Petroleum Products4.4% (1)
Consumer Durables3.9% (4)
Finance3.8% (3)
Construction3.5% (1)
IT - Software3.3% (2)
Leisure Services3.0% (3)
Cement & Cement Products2.9% (2)
Retailing2.7% (2)
Pharmaceuticals & Biotechnology2.6% (2)
Realty2.3% (3)
Chemicals & Petrochemicals2.3% (2)
Non - Ferrous Metals1.8% (1)
Electrical Equipment1.6% (2)
Industrial Manufacturing1.5% (2)
IT - Services1.1% (1)
Power1.1% (1)
Insurance1.0% (1)
Agricultural Food & other Products0.9% (1)
Healthcare Services0.8% (1)
Textiles & Apparels0.7% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI RETIREMENT BENEFIT FUND -
- 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
- vs Nippon India ETF Nifty 10039.3% · 21 stocks
More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI ESG Exclusionary Strategy72.3% · 35 stocks
- vs SBI Dividend Yield47.0% · 20 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
- vs SBI Large Cap45.0% · 16 stocks
- vs SBI Nifty Index44.9% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.