SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN vs SBI Smallcap Fund

Portfolio Overlap Analysis · SBI vs SBI

8.0%
Low Overlap
7 common stocks · Rank #23337 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT
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%1.82%1.82%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
2.69%1.48%1.48%
ESAB India Ltd.
Industrial Products
1.42%1.09%1.09%
Kajaria Ceramics Ltd.
Consumer Durables
1.92%1.05%1.05%
Honeywell Automation India Ltd.
Industrial Manufacturing
2.04%1.04%1.04%
Balrampur Chini Mills Ltd.
Agricultural Food & other Products
1.48%0.96%0.96%
Carborundum Universal Ltd.
Industrial Products
1.16%0.56%0.56%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.7.65%
  • ICICI Bank Ltd.5.85%
  • Reliance Industries Ltd.5.57%
  • State Bank of India4.50%
  • Larsen & Toubro Ltd.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

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
1.8% (1)
Industrial Products
1.6% (2)
Chemicals & Petrochemicals
1.5% (1)
Consumer Durables
1.1% (1)
Industrial Manufacturing
1.0% (1)
Agricultural Food & other Products
1.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

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