SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
39.0%
Moderate Overlap
52 common stocks · Rank #2908 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% | 3.17% | 3.17% |
ICICI Bank Ltd. Banks | 5.85% | 2.33% | 2.33% |
Reliance Industries Ltd. Petroleum Products | 5.57% | 2.23% | 2.23% |
State Bank of India Banks | 4.50% | 1.83% | 1.83% |
Larsen & Toubro Ltd. Construction | 4.38% | 1.76% | 1.76% |
Maruti Suzuki India Ltd. Automobiles | 3.91% | 1.56% | 1.56% |
Ultratech Cement Ltd. Cement & Cement Products | 2.98% | 1.34% | 1.34% |
Axis Bank Ltd. Banks | 2.99% | 1.26% | 1.26% |
Infosys Ltd. IT - Software | 3.02% | 1.20% | 1.20% |
Kotak Mahindra Bank Ltd. Banks | 2.64% | 1.08% | 1.08% |
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
Banks9.7% (5)
Industrial Products2.5% (5)
Automobiles2.3% (2)
Auto Components2.3% (4)
Petroleum Products2.2% (1)
Finance2.0% (3)
Consumer Durables2.0% (4)
Construction1.8% (1)
IT - Software1.6% (2)
Leisure Services1.4% (3)
Cement & Cement Products1.4% (2)
Retailing1.3% (2)
Realty1.2% (3)
Pharmaceuticals & Biotechnology1.0% (2)
Chemicals & Petrochemicals1.0% (2)
Non - Ferrous Metals0.8% (1)
Electrical Equipment0.8% (2)
Industrial Manufacturing0.7% (2)
Power0.6% (1)
IT - Services0.5% (1)
Insurance0.5% (1)
Healthcare Services0.5% (1)
Agricultural Food & other Products0.4% (1)
Textiles & Apparels0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI RETIREMENT BENEFIT FUND -
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More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
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- vs SBI Dividend Yield47.0% · 20 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
- vs SBI Large Cap45.0% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.