HDFC Arbitrage Fund vs SBI Arbitrage Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

45.7%

High Overlap

158 common stocks · Rank #1638 of 28,292 pairs

Fund A

HDFC Arbitrage Fund

HDFC · Arbitrage

Fund B

SBI Arbitrage Opportunities Fund

SBI · Arbitrage

Common Holdings (10)

Stock	Wt% in HDFC Arbitrage	Wt% in SBI Arbitrage Opportunities	Overlap
HDFC Bank Ltd. Banks	6.00%	6.52%	6.00%
ICICI Bank Ltd. Banks	4.08%	3.72%	3.72%
Reliance Industries Ltd. Petroleum Products	2.01%	4.17%	2.01%
Axis Bank Ltd. Banks	1.71%	2.20%	1.71%
JSW Steel Ltd. Ferrous Metals	1.65%	2.14%	1.65%
ITC Ltd. Diversified FMCG	1.31%	1.36%	1.31%
Bharti Airtel Ltd. Telecom - Services	1.19%	1.68%	1.19%
Kotak Mahindra Bank Ltd. Banks	0.99%	1.28%	0.99%
Bharat Electronics Ltd. Aerospace & Defense	1.46%	0.96%	0.96%
Shriram Finance Ltd. Finance	1.10%	0.95%	0.95%

Unique to HDFC Arbitrage

Grasim Industries Ltd.2.41%
Mahindra & Mahindra Ltd.1.77%
Tata Steel Ltd.1.66%
Maruti Suzuki India Limited1.59%

Unique to SBI Arbitrage Opportunities

Vedanta Ltd.1.53%
Tata Consultancy Services Ltd.1.51%
Vodafone Idea Ltd.1.21%

Sector Overlap Breakdown

Banks

13.7% (12)

Finance

3.8% (14)

Petroleum Products

2.5% (4)

Telecom - Services

2.3% (3)

Ferrous Metals

2.3% (4)

Automobiles

2.0% (6)

Pharmaceuticals & Biotechnology

1.9% (12)

Power

1.6% (7)

Cement & Cement Products

1.4% (4)

Diversified FMCG

1.3% (2)

Aerospace & Defense

1.1% (2)

Retailing

1.1% (4)

Consumer Durables

1.0% (7)

Transport Services

0.9% (3)

Construction

0.9% (1)

IT - Software

0.8% (7)

Realty

0.7% (5)

Non - Ferrous Metals

0.6% (3)

Transport Infrastructure

0.6% (2)

Electrical Equipment

0.6% (6)

Healthcare Services

0.5% (4)

Agricultural Food & other Products

0.5% (3)

Capital Markets

0.4% (6)

Insurance

0.4% (5)

Oil

0.4% (2)

Beverages

0.4% (2)

Industrial Products

0.4% (3)

Food Products

0.4% (2)

Minerals & Mining

0.3% (1)

Financial Technology (Fintech)

0.3% (2)

Auto Components

0.3% (6)

Gas

0.1% (2)

Fertilizers & Agrochemicals

0.1% (1)

Industrial Manufacturing

0.1% (2)

Leisure Services

0.1% (1)

Personal Products

0.1% (2)

Chemicals & Petrochemicals

0.1% (3)

Diversified Metals

0.0% (1)

Consumable Fuels

0.0% (1)

IT - Services

0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Arbitrage

vs HDFC BSE 500 INDEX52.1% · 158 stocks
vs HDFC500ETF52.1% · 158 stocks
vs SBI Nifty 500 Index51.9% · 159 stocks
vs SBI BSE 100 ETF50.2% · 86 stocks
vs Nippon India ETF Nifty 10049.3% · 86 stocks

More comparisons for SBI Arbitrage Opportunities

vs SBI Nifty 500 Index51.3% · 186 stocks
vs HDFC BSE 500 INDEX51.2% · 184 stocks
vs HDFC500ETF51.2% · 184 stocks
vs SPBSEETF48.6% · 178 stocks
vs NIPPON INDIA ARBITRAGE48.3% · 155 stocks

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