SBI Technology Opportunities Fund vs HDFC Technology Fund

Portfolio Overlap Analysis · HDFC vs SBI

49.4%
High Overlap
15 common stocks · Rank #1138 of 28,292 pairs
Fund A
SBI Technology Opportunities Fund
SBI · Sectoral - IT
Fund B
HDFC Technology Fund
HDFC · Sectoral - IT

Common Holdings (10)

StockWt% in SBI Technology OpportunitiesWt% in HDFC TechnologyOverlap
Infosys Ltd.
IT - Software
13.37%14.60%13.37%
Bharti Airtel Ltd.
Telecom - Services
8.80%14.72%8.80%
Tata Consultancy Services Ltd.
IT - Software
6.30%11.84%6.30%
Firstsource Solutions Ltd.
Commercial Services & Supplies
3.74%3.26%3.26%
Eternal Ltd.
Retailing
6.11%3.14%3.14%
HCL Technologies Ltd.
IT - Software
2.60%8.63%2.60%
Info Edge (India) Ltd.
Retailing
2.41%3.81%2.41%
Tech Mahindra Ltd.
IT - Software
2.22%4.54%2.22%
Hexaware Technologies Ltd.
IT - Software
1.99%2.23%1.99%
Amagi Media Labs Ltd.
IT - Services
2.86%1.93%1.93%

Unique to SBI Technology Opportunities

  • LTIMindtree Ltd.5.22%
  • Cognizant Technology Solutions Corporation4.53%
  • BlackBuck Ltd.4.09%
  • Alphabet Inc.3.72%
  • Swiggy Ltd.3.53%

Unique to HDFC Technology

  • MphasiS Limited.5.39%
  • Zensar Technologies Ltd.4.19%

Sector Overlap Breakdown

IT - Software
28.6% (8)
Telecom - Services
8.8% (1)
Retailing
5.5% (2)
Commercial Services & Supplies
3.3% (1)
IT - Services
1.9% (1)
Financial Technology (Fintech)
1.0% (1)
Entertainment
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

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