HDFC Banking & Financial Services Fund vs SBI Banking And Financial Services Fund
Portfolio Overlap Analysis · HDFC vs SBI
55.3%
High Overlap
13 common stocks · Rank #744 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.46% | 13.99% | 13.46% |
Axis Bank Ltd. Banks | 9.37% | 8.71% | 8.71% |
Kotak Mahindra Bank Ltd. Banks | 8.50% | 8.13% | 8.13% |
State Bank of India Banks | 10.45% | 7.46% | 7.46% |
HDFC Bank Ltd. Banks | 6.80% | 16.63% | 6.80% |
SBI Life Insurance Co. Ltd. Insurance | 3.29% | 3.12% | 3.12% |
Bajaj Finance Ltd. Finance | 2.61% | 4.36% | 2.61% |
Max Financial Services Ltd. Insurance | 1.70% | 1.61% | 1.61% |
Bajaj Finserv Ltd. Finance | 6.34% | 1.22% | 1.22% |
Multi Commodity Exchange of India Ltd. Capital Markets | 3.20% | 0.70% | 0.70% |
Unique to HDFC Banking & Financial Servi
- Shriram Finance Ltd.4.89%
- Au Small Finance Bank Ltd.2.97%
- Karur Vysya Bank Ltd.2.33%
Unique to SBI Banking And Financial Serv
- Muthoot Finance Ltd.4.30%
- Bank of Baroda3.00%
Sector Overlap Breakdown
Banks44.6% (5)
Insurance4.7% (2)
Finance3.8% (2)
Capital Markets2.2% (4)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Banking And Financial Serv
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- vs NIPPON INDIA ETF NIFTY BANK BE52.2% · 7 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.