SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

19.5%
Low Overlap
52 common stocks · Rank #11374 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
6.30%1.53%1.53%
ICICI Bank Ltd.
Banks
4.67%1.17%1.17%
Reliance Industries Ltd.
Petroleum Products
4.42%1.14%1.14%
State Bank of India
Banks
3.51%0.94%0.94%
Larsen & Toubro Ltd.
Construction
3.54%0.86%0.86%
Maruti Suzuki India Ltd.
Automobiles
3.16%0.77%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
2.58%0.66%0.66%
Infosys Ltd.
IT - Software
2.53%0.65%0.65%
Axis Bank Ltd.
Banks
2.46%0.60%0.60%
Kotak Mahindra Bank Ltd.
Banks
2.11%0.53%0.53%

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

Banks
4.8% (5)
Auto Components
1.2% (4)
Automobiles
1.2% (2)
Petroleum Products
1.1% (1)
Industrial Products
1.1% (5)
Consumer Durables
1.1% (4)
Finance
1.0% (3)
IT - Software
0.9% (2)
Construction
0.9% (1)
Cement & Cement Products
0.7% (2)
Retailing
0.7% (2)
Leisure Services
0.7% (3)
Realty
0.6% (3)
Chemicals & Petrochemicals
0.5% (2)
Pharmaceuticals & Biotechnology
0.5% (2)
Electrical Equipment
0.4% (2)
Non - Ferrous Metals
0.4% (1)
Industrial Manufacturing
0.4% (2)
Power
0.3% (1)
IT - Services
0.3% (1)
Insurance
0.2% (1)
Agricultural Food & other Products
0.2% (1)
Healthcare Services
0.2% (1)
Textiles & Apparels
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

More comparisons for SBI RETIREMENT BENEFIT FUND -

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