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)

StockWt% in Bajaj Finserv Banking and FinaWt% in SBI Banking And Financial ServOverlap
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

Banks
44.0% (5)
Finance
5.0% (3)
Capital Markets
4.2% (4)
Insurance
0.9% (2)

More comparisons for Bajaj Finserv Banking and Fina

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