Bajaj Finserv Banking and Financial Services Fund vs SBI Banking And Financial Services Fund
Bajaj vs SBI· Portfolio Overlap Analysis
54.0%High Overlap
14 common stocksRank #7222 / 20,000
Investor takeaway: At 54.0% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (14)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 12.49% | 13.46% | 12.49% |
Axis Bank Limited Banks | 9.32% | 9.37% | 9.32% |
State Bank of India Banks | 8.44% | 10.45% | 8.44% |
Kotak Mahindra Bank Limited Banks | 6.96% | 8.50% | 6.96% |
HDFC Bank Limited Banks | 16.42% | 6.80% | 6.80% |
Bajaj Finserv Limited Finance | 1.92% | 6.34% | 1.92% |
BSE Limited Capital Markets | 1.87% | 2.78% | 1.87% |
Bajaj Finance Limited Finance | 1.71% | 2.61% | 1.71% |
Aditya Birla Capital Limited Finance | 1.66% | 1.34% | 1.34% |
360 One WAM Limited Capital Markets | 1.97% | 0.82% | 0.82% |
ICRA Limited Capital Markets | 1.86% | 0.79% | 0.79% |
Angel One Limited Capital Markets | 1.16% | 0.67% | 0.67% |
Niva Bupa Health Insurance Company Limited Insurance | 1.98% | 0.64% | 0.64% |
Max Financial Services Limited Insurance | 0.26% | 1.70% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- The Federal Bank Limited4.41%
- Manappuram Finance Limited3.70%
- Shriram Finance Limited3.40%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to SBI Banking And Financial Serv
- Muthoot Finance Ltd.4.30%
- SBI Life Insurance Co. Ltd.3.29%
- Multi Commodity Exchange of India Ltd.3.20%
- Bank of Baroda3.00%
Sector Overlap Breakdown
Banks44.0% (5)
Finance5.0% (3)
Capital Markets4.2% (4)
Insurance0.9% (2)
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More comparisons for SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.