HDFC Flexi Cap Fund vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · SBI vs HDFC
41.9%
High Overlap
12 common stocks · Rank #2281 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Flexi Cap | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.78% | 8.46% | 8.46% |
HDFC Bank Ltd. Banks | 7.25% | 8.66% | 7.25% |
State Bank of India Banks | 5.26% | 5.61% | 5.26% |
Axis Bank Ltd. Banks | 7.44% | 5.17% | 5.17% |
Kotak Mahindra Bank Ltd. Banks | 3.76% | 3.88% | 3.76% |
Maruti Suzuki India Ltd. Automobiles | 2.96% | 4.14% | 2.96% |
Larsen & Toubro Ltd. Construction | 2.85% | 5.06% | 2.85% |
Eicher Motors Ltd. Automobiles | 2.55% | 2.19% | 2.19% |
Infosys Ltd. IT - Software | 1.73% | 4.96% | 1.73% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.83% | 1.51% | 0.83% |
Unique to HDFC Flexi Cap
- SBI Life Insurance Company Ltd.4.06%
- Bharti Airtel Ltd.3.06%
- HCL Technologies Ltd.2.94%
Unique to SBI ESG Exclusionary Strategy
- Bajaj Finance Ltd.3.78%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks29.9% (5)
Automobiles5.2% (2)
Construction2.9% (1)
IT - Software1.7% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Retailing0.8% (1)
Healthcare Services0.6% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Flexi Cap
- vs HDFCTS70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs HDFC Retirement Savings Fund -51.6% · 26 stocks
- vs HDFC Nifty 50 Index49.1% · 23 stocks
- vs HDFCNYEXTF49.1% · 23 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 HDFC BSE Sensex Index49.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.