IB19-Groww Banking & Financial Services Fund vs SBI Banking And Financial Services Fund
Groww vs SBI· Portfolio Overlap Analysis
45.1%High Overlap
15 common stocksRank #15915 / 20,000
Investor takeaway: At 45.1% 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 (15)
| Stock | Wt% in IB19-Groww Banking & Financial | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.56% | 13.46% | 9.56% |
State Bank of India Banks | 8.28% | 10.45% | 8.28% |
Axis Bank Limited Banks | 6.03% | 9.37% | 6.03% |
SBI Life Insurance Company Limited Insurance | 3.57% | 3.29% | 3.29% |
Multi Commodity Exchange of India Ltd. Capital Markets | 3.21% | 3.20% | 3.20% |
BSE Ltd Capital Markets | 3.30% | 2.78% | 2.78% |
Bank of Baroda Banks | 2.67% | 3.00% | 2.67% |
Bajaj Finance Limited Finance | 6.45% | 2.61% | 2.61% |
Max Financial Services Limited Insurance | 2.56% | 1.70% | 1.70% |
Aptus Value Housing Finance India Ltd Finance | 1.82% | 1.69% | 1.69% |
Aditya Birla Capital Limited Finance | 2.55% | 1.34% | 1.34% |
Star Health and Allied Insurance Co Ltd Insurance | 0.89% | 1.44% | 0.89% |
Niva Bupa Health Insurance Company Ltd. Insurance | 0.76% | 0.64% | 0.64% |
HDB Financial Services Limited Finance | 0.91% | 0.35% | 0.35% |
ICICI Prudential AMC Ltd Capital Markets | 0.08% | 0.62% | 0.08% |
Unique to IB19-Groww Banking & Financial
- SBFC Finance Limited3.84%
- L&T Finance Limited3.45%
- Union Bank of India3.25%
Unique to SBI Banking And Financial Serv
- Kotak Mahindra Bank Ltd.8.50%
- HDFC Bank Ltd.6.80%
- Bajaj Finserv Ltd.6.34%
- Muthoot Finance Ltd.4.30%
Sector Overlap Breakdown
Banks26.5% (4)
Insurance6.5% (4)
Capital Markets6.1% (3)
Finance6.0% (4)
More comparisons for IB19-Groww Banking & Financial
- vs DSP Banking & Financial Servic53.7% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES49.3% · 16 stocks
- vs Kotak Banking and Financial Se48.4% · 16 stocks
- vs Mirae Asset Banking and Financ45.8% · 14 stocks
- vs Mahindra Manulife Banking & Fi44.6% · 15 stocks
More comparisons for SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
- vs Mirae Asset Nifty Financial Se65.5% · 13 stocks
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES58.7% · 14 stocks
- vs Kotak Banking and Financial Se56.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.