SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN vs SBI Smallcap Fund

Portfolio Overlap Analysis · SBI vs SBI

6.7%
Low Overlap
7 common stocks · Rank #25310 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid
Fund B
SBI Smallcap Fund
SBI · Small Cap

Common Holdings (7)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SBI SmallcapOverlap
ZF Commercial Vehicle Control Systems India Ltd.
Auto Components
3.04%1.51%1.51%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
2.69%1.22%1.22%
ESAB India Ltd.
Industrial Products
1.42%0.91%0.91%
Honeywell Automation India Ltd.
Industrial Manufacturing
2.04%0.87%0.87%
Balrampur Chini Mills Ltd.
Agricultural Food & other Products
1.48%0.86%0.86%
Kajaria Ceramics Ltd.
Consumer Durables
1.92%0.82%0.82%
Carborundum Universal Ltd.
Industrial Products
1.16%0.55%0.55%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.6.30%
  • ICICI Bank Ltd.4.67%
  • Reliance Industries Ltd.4.42%
  • Larsen & Toubro Ltd.3.54%
  • State Bank of India3.51%
  • Maruti Suzuki India Ltd.3.16%
  • Ultratech Cement Ltd.2.58%
  • Infosys Ltd.2.53%
  • Axis Bank Ltd.2.46%
  • Kotak Mahindra Bank Ltd.2.11%

Unique to SBI Smallcap

  • Ather Energy Ltd.4.09%
  • City Union Bank Ltd.3.21%
  • Kalpataru Projects International Ltd.2.80%
  • Krishna Institute of Medical Sciences Ltd.2.63%
  • SBFC Finance Ltd.2.38%
  • Belrise Industries Ltd.2.34%
  • E.I.D-Parry (India) Ltd.2.31%
  • Doms Industries Ltd.2.20%

Sector Overlap Breakdown

Auto Components
1.5% (1)
Industrial Products
1.5% (2)
Chemicals & Petrochemicals
1.2% (1)
Industrial Manufacturing
0.9% (1)
Agricultural Food & other Products
0.9% (1)
Consumer Durables
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

More comparisons for SBI Smallcap

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