SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN vs SPBSEETF

Portfolio Overlap Analysis · SBI vs ICICI

22.1%
Moderate Overlap
47 common stocks · Rank #9652 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid
Fund B
SPBSEETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SPBSEETFOverlap
HDFC Bank Ltd.
Banks
3.17%8.13%3.17%
ICICI Bank Ltd.
Banks
2.33%5.61%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%5.00%2.23%
Larsen & Toubro Ltd.
Construction
1.76%2.26%1.76%
State Bank of India
Banks
1.83%1.62%1.62%
Axis Bank Ltd.
Banks
1.26%1.62%1.26%
Infosys Ltd.
IT - Software
1.20%2.86%1.20%
Bajaj Finance Ltd.
Finance
0.96%1.22%0.96%
Maruti Suzuki India Ltd.
Automobiles
1.56%0.89%0.89%
Ultratech Cement Ltd.
Cement & Cement Products
1.34%0.77%0.77%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Kotak Mahindra Bank Ltd.1.08%

Unique to SPBSEETF

  • Bharti Airtel Ltd.2.67%
  • ITC Ltd.2.03%
  • Tata Consultancy Services Ltd.1.63%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
Finance
1.5% (2)
IT - Software
1.4% (2)
Automobiles
1.2% (2)
Consumer Durables
0.8% (4)
Cement & Cement Products
0.8% (2)
Pharmaceuticals & Biotechnology
0.5% (2)
Realty
0.5% (3)
Non - Ferrous Metals
0.5% (1)
Leisure Services
0.5% (2)
Chemicals & Petrochemicals
0.3% (2)
Auto Components
0.3% (4)
Industrial Products
0.2% (5)
Electrical Equipment
0.2% (2)
Textiles & Apparels
0.2% (1)
Retailing
0.1% (1)
Power
0.1% (1)
Insurance
0.1% (1)
IT - Services
0.1% (1)
Healthcare Services
0.1% (1)
Industrial Manufacturing
0.1% (1)
Agricultural Food & other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI RETIREMENT BENEFIT FUND -

More comparisons for SPBSEETF

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