SBIRIOS vs SBI MultiCap Fund
Portfolio Overlap Analysis · SBI vs SBI
24.0%
Moderate Overlap
11 common stocks · Rank #8563 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBIRIOS | Wt% in SBI MultiCap | Overlap |
|---|---|---|---|
Kotak Mahindra Bank Ltd. Banks | 4.24% | 4.49% | 4.24% |
HDFC Bank Ltd. Banks | 3.72% | 4.53% | 3.72% |
Bajaj Finserv Ltd. Finance | 3.25% | 5.24% | 3.25% |
Adani Power Ltd. Power | 3.16% | 4.55% | 3.16% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 4.32% | 2.82% |
Berger Paints India Ltd. Consumer Durables | 2.05% | 3.52% | 2.05% |
Axis Bank Ltd. Banks | 2.14% | 1.41% | 1.41% |
Carborundum Universal Ltd. Industrial Products | 1.26% | 2.93% | 1.26% |
Sona Blw Precision Forgings Ltd. Auto Components | 1.17% | 3.63% | 1.17% |
Kalpataru Ltd. Realty | 0.50% | 3.51% | 0.50% |
Unique to SBIRIOS
- Hatsun Agro Product Ltd.5.09%
- Meesho Ltd.4.20%
- Belrise Industries Ltd.3.92%
Unique to SBI MultiCap
- ICICI Bank Ltd.3.26%
- Indus Towers Ltd.3.25%
- K.P.R. Mill Ltd.3.09%
- Torrent Power Ltd.2.96%
- Dalmia Bharat Ltd.2.73%
Sector Overlap Breakdown
Banks9.4% (3)
Finance3.3% (1)
Power3.2% (1)
Telecom - Services2.8% (1)
Consumer Durables2.0% (1)
Industrial Products1.3% (1)
Auto Components1.2% (1)
Realty0.5% (1)
Chemicals & Petrochemicals0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBIRIOS
- vs SBI Children's Fund - Investme33.3% · 17 stocks
- vs SBI Focused26.0% · 8 stocks
- vs SBI Long Term Advantage Fund -25.8% · 10 stocks
- vs SBI Equity Hybrid19.4% · 9 stocks
- vs HDFC Large Cap19.3% · 6 stocks
More comparisons for SBI MultiCap
- vs SBI Large and Midcap29.2% · 20 stocks
- vs SBI Flexicap28.5% · 23 stocks
- vs SBI Large Cap28.4% · 14 stocks
- vs SBI ELSS Tax Saver28.0% · 19 stocks
- vs SBI Focused27.2% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.