SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN vs SPBSEETF

Portfolio Overlap Analysis · SBI vs ICICI

13.7%
Low Overlap
47 common stocks · Rank #16404 of 28,292 pairs
Fund A
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT
Fund B
SPBSEETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in SBI RETIREMENT BENEFIT FUND - Wt% in SPBSEETFOverlap
HDFC Bank Ltd.
Banks
1.53%8.13%1.53%
ICICI Bank Ltd.
Banks
1.17%5.61%1.17%
Reliance Industries Ltd.
Petroleum Products
1.14%5.00%1.14%
State Bank of India
Banks
0.94%1.62%0.94%
Larsen & Toubro Ltd.
Construction
0.86%2.26%0.86%
Maruti Suzuki India Ltd.
Automobiles
0.77%0.89%0.77%
Ultratech Cement Ltd.
Cement & Cement Products
0.66%0.77%0.66%
Infosys Ltd.
IT - Software
0.65%2.86%0.65%
Axis Bank Ltd.
Banks
0.60%1.62%0.60%
Bajaj Finance Ltd.
Finance
0.44%1.22%0.44%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Kotak Mahindra Bank Ltd.0.53%

Unique to SPBSEETF

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

Sector Overlap Breakdown

Banks
4.2% (4)
Petroleum Products
1.1% (1)
Automobiles
1.1% (2)
IT - Software
0.9% (2)
Construction
0.9% (1)
Finance
0.8% (2)
Cement & Cement Products
0.7% (2)
Consumer Durables
0.6% (4)
Realty
0.5% (3)
Non - Ferrous Metals
0.4% (1)
Leisure Services
0.4% (2)
Chemicals & Petrochemicals
0.3% (2)
Pharmaceuticals & Biotechnology
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.