HDFC BSE Sensex Index Fund vs SBI ESG Exclusionary Strategy Fund
HDFC vs SBI· Portfolio Overlap Analysis
49.5%High Overlap
12 common stocksRank #10686 / 20,000
Investor takeaway: At 49.5% 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 (12)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 8.66% | 8.66% |
ICICI Bank Ltd. Banks | 10.27% | 8.46% | 8.46% |
State Bank of India Banks | 5.20% | 5.61% | 5.20% |
Larsen and Toubro Ltd. Construction | 5.21% | 5.06% | 5.06% |
Infosys Limited IT - Software | 4.84% | 4.96% | 4.84% |
Axis Bank Ltd. Banks | 4.12% | 5.17% | 4.12% |
Kotak Mahindra Bank Limited Banks | 3.18% | 3.88% | 3.18% |
Bajaj Finance Ltd. Finance | 2.71% | 3.78% | 2.71% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 2.54% | 2.54% |
Maruti Suzuki India Limited Automobiles | 2.05% | 4.14% | 2.05% |
UltraTech Cement Limited Cement & Cement Products | 1.56% | 3.74% | 1.56% |
Asian Paints Limited Consumer Durables | 1.12% | 2.58% | 1.12% |
Unique to HDFC BSE Sensex Index
- Bharti Airtel Ltd.5.47%
- Mahindra & Mahindra Ltd.3.17%
Unique to SBI ESG Exclusionary Strategy
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks29.6% (5)
Construction5.1% (1)
IT - Software4.8% (1)
Finance2.7% (1)
Petroleum Products2.5% (1)
Automobiles2.0% (1)
Cement & Cement Products1.6% (1)
Consumer Durables1.1% (1)
More comparisons for HDFC BSE Sensex Index
- vs HDFC BSE SENSEX ETF100.0% · 30 stocks
- vs ICICI Prudential BSE Sensex ET100.0% · 30 stocks
- vs Kotak BSE Sensex ETF100.0% · 30 stocks
- vs Mirae Asset BSE Sensex ETF100.0% · 30 stocks
- vs SBI BSE Sensex ETF100.0% · 30 stocks
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.