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

Portfolio Overlap Analysis · SBI vs SBI

72.3%
High Overlap
35 common stocks · Rank #328 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT
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%7.65%7.65%
ICICI Bank Ltd.
Banks
8.46%5.85%5.85%
State Bank of India
Banks
5.61%4.50%4.50%
Larsen & Toubro Ltd.
Construction
5.06%4.38%4.38%
Maruti Suzuki India Ltd.
Automobiles
4.14%3.91%3.91%
Infosys Ltd.
IT - Software
4.96%3.02%3.02%
Axis Bank Ltd.
Banks
5.17%2.99%2.99%
Ultratech Cement Ltd.
Cement & Cement Products
3.74%2.98%2.98%
Kotak Mahindra Bank Ltd.
Banks
3.88%2.64%2.64%
Reliance Industries Ltd.
Petroleum Products
2.54%5.57%2.54%

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
23.6% (5)
Automobiles
5.9% (2)
Consumer Durables
4.6% (4)
Construction
4.4% (1)
IT - Software
4.1% (2)
Cement & Cement Products
3.0% (1)
Auto Components
2.6% (2)
Petroleum Products
2.5% (1)
Electrical Equipment
2.4% (2)
Leisure Services
2.4% (2)
Finance
2.3% (1)
Non - Ferrous Metals
2.0% (1)
Realty
1.9% (2)
Industrial Products
1.7% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Chemicals & Petrochemicals
1.3% (1)
Insurance
1.2% (1)
Retailing
1.2% (1)
IT - Services
1.1% (1)
Healthcare Services
1.0% (1)
Industrial Manufacturing
0.9% (1)
Textiles & Apparels
0.8% (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.