SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
19.5%
Low Overlap
52 common stocks · Rank #11375 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 | 3.17% | 1.53% | 1.53% |
ICICI Bank Ltd. Banks | 2.33% | 1.17% | 1.17% |
Reliance Industries Ltd. Petroleum Products | 2.23% | 1.14% | 1.14% |
State Bank of India Banks | 1.83% | 0.94% | 0.94% |
Larsen & Toubro Ltd. Construction | 1.76% | 0.86% | 0.86% |
Maruti Suzuki India Ltd. Automobiles | 1.56% | 0.77% | 0.77% |
Ultratech Cement Ltd. Cement & Cement Products | 1.34% | 0.66% | 0.66% |
Infosys Ltd. IT - Software | 1.20% | 0.65% | 0.65% |
Axis Bank Ltd. Banks | 1.26% | 0.60% | 0.60% |
Kotak Mahindra Bank Ltd. Banks | 1.08% | 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
Banks4.8% (5)
Auto Components1.2% (4)
Automobiles1.2% (2)
Petroleum Products1.1% (1)
Industrial Products1.1% (5)
Consumer Durables1.1% (4)
Finance1.0% (3)
IT - Software0.9% (2)
Construction0.9% (1)
Cement & Cement Products0.7% (2)
Retailing0.7% (2)
Leisure Services0.7% (3)
Realty0.6% (3)
Chemicals & Petrochemicals0.5% (2)
Pharmaceuticals & Biotechnology0.5% (2)
Electrical Equipment0.4% (2)
Non - Ferrous Metals0.4% (1)
Industrial Manufacturing0.4% (2)
Power0.3% (1)
IT - Services0.3% (1)
Insurance0.2% (1)
Agricultural Food & other Products0.2% (1)
Healthcare Services0.2% (1)
Textiles & Apparels0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI RETIREMENT BENEFIT FUND -
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.