HDFC Focused Fund vs SBI Banking And Financial Services Fund

Portfolio Overlap Analysis · SBI vs HDFC

39.1%
Moderate Overlap
6 common stocks · Rank #2898 of 28,282 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
SBI Banking And Financial Services Fund
SBI · Sectoral - Banking

Common Holdings (6)

StockWt% in HDFC FocusedWt% in SBI Banking And Financial ServOverlap
ICICI Bank Ltd.
Banks
9.50%13.46%9.50%
Axis Bank Ltd.
Banks
7.65%9.37%7.65%
HDFC Bank Ltd.
Banks
9.17%6.80%6.80%
State Bank of India
Banks
6.07%10.45%6.07%
Kotak Mahindra Bank Ltd.
Banks
5.78%8.50%5.78%
SBI Life Insurance Co. Ltd.
Insurance
3.53%3.29%3.29%

Unique to HDFC Focused

  • HCL Technologies Ltd.3.97%
  • Cipla Ltd.3.79%
  • Maruti Suzuki India Limited3.74%
  • Bharti Airtel Ltd.3.54%

Unique to SBI Banking And Financial Serv

  • Bajaj Finserv Ltd.6.34%
  • Muthoot Finance Ltd.4.30%
  • Multi Commodity Exchange of India Ltd.3.20%
  • Bank of Baroda3.00%

Sector Overlap Breakdown

Banks
35.8% (5)
Insurance
3.3% (1)

Analysis

AI-generated comparative analysis coming soon.

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