IB33-GROWW NIFTY 200 ETF vs SBI Arbitrage Opportunities Fund

Groww vs SBI· Portfolio Overlap Analysis

51.6%High Overlap

161 common stocksRank #8574 / 20,000

Investor takeaway: At 51.6% 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 (161)

Stock	Wt% in IB33-GROWW NIFTY 200 ETF	Wt% in SBI Arbitrage Opportunities	Overlap
HDFC Bank Limited Banks	8.03%	6.00%	6.00%
ICICI Bank Limited Banks	5.82%	4.08%	4.08%
Reliance Industries Limited Petroleum Products	5.56%	2.01%	2.01%
Axis Bank Limited Banks	2.34%	1.71%	1.71%
Tata Consultancy Services Limited IT - Software	1.59%	1.51%	1.51%
ITC Limited Diversified FMCG	1.79%	1.31%	1.31%
Bharti Airtel Limited Telecom - Services	3.09%	1.19%	1.19%
Kotak Mahindra Bank Limited Banks	1.80%	0.99%	0.99%
Bharat Electronics Limited Aerospace & Defense	0.94%	1.46%	0.94%
Shriram Finance Limited Finance	0.89%	1.10%	0.89%
Larsen & Toubro Limited Construction	2.97%	0.88%	0.88%
Eternal Limited Retailing	1.05%	0.81%	0.81%
Mahindra & Mahindra Limited Automobiles	1.79%	0.80%	0.80%
State Bank of India Banks	2.95%	0.77%	0.77%
Vedanta Limited Diversified Metals	0.72%	1.53%	0.72%
JSW Steel Limited Ferrous Metals	0.70%	1.65%	0.70%
Adani Port & Special Economic Zone Ltd Transport Infrastructure	0.66%	0.69%	0.66%
InterGlobe Aviation Limited Transport Services	0.64%	0.76%	0.64%
Grasim Industries Limited Cement & Cement Products	0.63%	0.87%	0.63%
Tata Steel Limited Ferrous Metals	1.04%	0.56%	0.56%
Asian Paints Limited Consumer Durables	0.63%	0.52%	0.52%
TVS Motor Company Limited Automobiles	0.53%	0.49%	0.49%
Jio Financial Services Limited Finance	0.49%	0.99%	0.49%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.48%	0.48%	0.48%
Maruti Suzuki India Limited Automobiles	1.15%	0.46%	0.46%
Titan Company Limited Consumer Durables	1.06%	0.45%	0.45%
Hindustan Aeronautics Limited Aerospace & Defense	0.44%	1.13%	0.44%
Coal India Limited Consumable Fuels	0.58%	0.43%	0.43%
Indian Oil Corporation Limited Petroleum Products	0.41%	0.44%	0.41%
Trent Limited Retailing	0.51%	0.40%	0.40%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.09%	0.39%	0.39%
Oil & Natural Gas Corporation Limited Oil	0.64%	0.39%	0.39%
Hindalco Industries Limited Non - Ferrous Metals	0.79%	0.37%	0.37%
Varun Beverages Limited Beverages	0.37%	0.42%	0.37%
Cholamandalam Invest & Finance Co Ltd Finance	0.43%	0.36%	0.36%
Power Finance Corporation Limited Finance	0.36%	1.05%	0.36%
Apollo Hospitals Enterprise Limited Healthcare Services	0.47%	0.35%	0.35%
Indus Towers Limited Telecom - Services	0.35%	0.83%	0.35%
Bajaj Finserv Limited Finance	0.67%	0.34%	0.34%
Lupin Limited Pharmaceuticals & Biotechnology	0.33%	0.40%	0.33%
Bajaj Finance Limited Finance	1.56%	0.32%	0.32%
HDFC Life Insurance Company Limited Insurance	0.45%	0.32%	0.32%
NTPC Limited Power	1.07%	0.31%	0.31%
UltraTech Cement Limited Cement & Cement Products	0.88%	0.31%	0.31%
Power Grid Corporation of India Limited Power	0.80%	0.31%	0.31%
Suzlon Energy Limited Electrical Equipment	0.31%	0.35%	0.31%
Tech Mahindra Limited IT - Software	0.51%	0.30%	0.30%
Tata Consumer Products Limited Agricultural Food & other Products	0.44%	0.30%	0.30%
The Indian Hotels Company Limited Leisure Services	0.35%	0.30%	0.30%
Samvardhana Motherson International Ltd Auto Components	0.35%	0.28%	0.28%
Max Financial Services Limited Insurance	0.28%	0.45%	0.28%
Tata Motors Passenger Vehicles Limited Automobiles	0.47%	0.27%	0.27%
Canara Bank Banks	0.31%	0.27%	0.27%
GAIL (India) Limited Gas	0.27%	0.30%	0.27%
Punjab National Bank Banks	0.26%	0.79%	0.26%
One 97 Communications Limited Financial Technology (Fintech)	0.26%	0.27%	0.26%
REC Limited Finance	0.26%	0.73%	0.26%
Bank of Baroda Banks	0.35%	0.25%	0.25%
Hindustan Petroleum Corporation Limited Petroleum Products	0.25%	0.35%	0.25%
Marico Limited Agricultural Food & other Products	0.25%	0.29%	0.25%
Britannia Industries Limited Food Products	0.41%	0.24%	0.24%
APL Apollo Tubes Limited Industrial Products	0.24%	0.26%	0.24%
PB Fintech Limited Financial Technology (Fintech)	0.30%	0.23%	0.23%
DLF Limited Realty	0.23%	0.57%	0.23%
Bharat Heavy Electricals Limited Electrical Equipment	0.23%	0.78%	0.23%
Bharat Petroleum Corporation Limited Petroleum Products	0.44%	0.22%	0.22%
GMR Airports Limited Transport Infrastructure	0.21%	0.71%	0.21%
Adani Energy Solutions Limited Power	0.21%	0.45%	0.21%
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology	0.20%	0.62%	0.20%
The Tata Power Company Limited Power	0.37%	0.19%	0.19%
Coforge Limited IT - Software	0.23%	0.19%	0.19%
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.19%	0.66%	0.19%
Solar Industries India Limited Chemicals & Petrochemicals	0.19%	0.38%	0.19%
National Aluminium Company Limited Non - Ferrous Metals	0.19%	0.53%	0.19%
Infosys Limited IT - Software	2.69%	0.18%	0.18%
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology	0.46%	0.18%	0.18%
Havells India Limited Consumer Durables	0.21%	0.18%	0.18%
The Phoenix Mills Limited Realty	0.18%	0.26%	0.18%
Dabur India Limited Personal Products	0.18%	0.25%	0.18%
Ambuja Cements Limited Cement & Cement Products	0.18%	0.45%	0.18%
SRF Limited Chemicals & Petrochemicals	0.22%	0.17%	0.17%
Vodafone Idea Limited Telecom - Services	0.17%	1.21%	0.17%
Adani Green Energy Limited Power	0.17%	0.60%	0.17%
NMDC Limited Minerals & Mining	0.17%	0.61%	0.17%
Biocon Limited Pharmaceuticals & Biotechnology	0.16%	0.17%	0.16%
Lodha Developers Limited Realty	0.16%	0.17%	0.16%
Aditya Birla Capital Limited Finance	0.16%	0.42%	0.16%
BSE Ltd Capital Markets	0.65%	0.15%	0.15%
IDFC First Bank Limited Banks	0.29%	0.15%	0.15%
Dixon Technologies (India) Limited Consumer Durables	0.25%	0.15%	0.15%
JSW Energy Limited Power	0.15%	0.35%	0.15%
Hindustan Zinc Limited Non - Ferrous Metals	0.15%	0.38%	0.15%
Fortis Healthcare Limited Healthcare Services	0.29%	0.14%	0.14%
Sona BLW Precision Forgings Limited Auto Components	0.14%	0.19%	0.14%
Steel Authority of India Limited Ferrous Metals	0.14%	0.63%	0.14%
Nestle India Limited Food Products	0.55%	0.13%	0.13%
Bosch Limited Auto Components	0.17%	0.13%	0.13%
Bank of India Banks	0.13%	0.15%	0.13%
SBI Life Insurance Company Limited Insurance	0.54%	0.12%	0.12%
AU Small Finance Bank Limited Banks	0.32%	0.12%	0.12%
United Spirits Limited Beverages	0.24%	0.12%	0.12%
FSN E-Commerce Ventures Limited Retailing	0.21%	0.12%	0.12%
Max Healthcare Institute Limited Healthcare Services	0.48%	0.11%	0.11%
Life Insurance Corporation Of India Insurance	0.11%	0.11%	0.11%
Cipla Limited Pharmaceuticals & Biotechnology	0.45%	0.10%	0.10%
Godrej Consumer Products Limited Personal Products	0.29%	0.10%	0.10%
UPL Limited Fertilizers & Agrochemicals	0.21%	0.10%	0.10%
Patanjali Foods Limited Agricultural Food & other Products	0.10%	0.32%	0.10%
Container Corporation of India Limited Transport Services	0.10%	0.22%	0.10%
LIC Housing Finance Limited Finance	0.10%	0.40%	0.10%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.14%	0.09%	0.09%
Mazagon Dock Shipbuilders Limited Industrial Manufacturing	0.10%	0.09%	0.09%
KALYAN JEWELLERS INDIA LIMITED Consumer Durables	0.09%	0.26%	0.09%
Exide Industries Limited Auto Components	0.09%	0.23%	0.09%
HDFC Asset Management Company Limited Capital Markets	0.32%	0.08%	0.08%
Polycab India Limited Industrial Products	0.26%	0.08%	0.08%
Info Edge (India) Limited Retailing	0.24%	0.08%	0.08%
MphasiS Limited IT - Software	0.15%	0.08%	0.08%
Colgate Palmolive (India) Limited Personal Products	0.17%	0.07%	0.07%
Hero MotoCorp Limited Automobiles	0.44%	0.06%	0.06%
Hitachi Energy India Limited Electrical Equipment	0.19%	0.06%	0.06%
NHPC Limited Power	0.14%	0.06%	0.06%
The Federal Bank Limited Banks	0.44%	0.05%	0.05%
360 ONE WAM LIMITED Capital Markets	0.17%	0.05%	0.05%
Godrej Properties Limited Realty	0.15%	0.05%	0.05%
Oracle Financial Services Software IT - Software	0.09%	0.05%	0.05%
Tata Technologies Limited IT - Services	0.06%	0.05%	0.05%
Premier Energies Limited Electrical Equipment	0.05%	0.09%	0.05%
HCL Technologies Limited IT - Software	0.87%	0.04%	0.04%
Bajaj Holdings & Investment.Ltd Finance	0.27%	0.04%	0.04%
Alkem Laboratories Limited Pharmaceuticals & Biotechnology	0.19%	0.04%	0.04%
Prestige Estates Projects Limited Realty	0.14%	0.04%	0.04%
Hindustan Unilever Limited Diversified FMCG	1.23%	0.03%	0.03%
Cummins India Limited Industrial Products	0.39%	0.03%	0.03%
IndusInd Bank Limited Banks	0.37%	0.03%	0.03%
WAAREE ENERGIES LIMITED Electrical Equipment	0.15%	0.03%	0.03%
BLUE STAR LTD Consumer Durables	0.15%	0.03%	0.03%
L&T Finance Limited Finance	0.14%	0.03%	0.03%
Eicher Motors Limited Automobiles	0.65%	0.02%	0.02%
Wipro Limited IT - Software	0.34%	0.02%	0.02%
Adani Enterprises Limited Metals & Minerals Trading	0.33%	0.02%	0.02%
PERSISTENT SYSTEMS LTD IT - Software	0.30%	0.02%	0.02%
CG Power And Industrial Solutions Ltd Electrical Equipment	0.29%	0.02%	0.02%
Voltas Limited Consumer Durables	0.21%	0.02%	0.02%
Indian Bank Banks	0.21%	0.02%	0.02%
Siemens Limited Electrical Equipment	0.18%	0.02%	0.02%
Torrent Power Limited Power	0.18%	0.02%	0.02%
Oil India Limited Oil	0.16%	0.02%	0.02%
Housing and Urban Development Corp. Ltd. Finance	0.06%	0.02%	0.02%
Bharat Forge Limited Auto Components	0.30%	0.01%	0.01%
Pidilite Industries Limited Chemicals & Petrochemicals	0.27%	0.01%	0.01%
LTIMindtree Ltd IT - Software	0.24%	0.01%	0.01%
Muthoot Finance Limited Finance	0.21%	0.01%	0.01%
ABB India Limited Electrical Equipment	0.19%	0.01%	0.01%
Tata Elxsi Limited IT - Software	0.09%	0.01%	0.01%
Bajaj Auto Limited Automobiles	0.65%	0.00%	0.00%
Avenue Supermarts Limited Retailing	0.33%	0.00%	0.00%
Jindal Steel & Power Limited Ferrous Metals	0.27%	0.00%	0.00%
Union Bank of India Banks	0.23%	0.00%	0.00%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.15%	0.00%	0.00%
KPIT Technologies Limited IT - Software	0.07%	0.00%	0.00%

Unique to IB33-GROWW NIFTY 200 ETF

All top holdings are shared with the other fund.

Unique to SBI Arbitrage Opportunities

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

14.8% (15)

Finance

3.4% (13)

Petroleum Products

2.9% (4)

IT - Software

2.4% (12)

Pharmaceuticals & Biotechnology

2.2% (11)

Automobiles

2.1% (7)

Telecom - Services

1.7% (3)

Consumer Durables

1.4% (7)

Power

1.4% (8)

Retailing

1.4% (5)

Ferrous Metals

1.4% (4)

Aerospace & Defense

1.4% (2)

Diversified FMCG

1.3% (2)

Cement & Cement Products

1.1% (3)

Construction

0.9% (1)

Transport Infrastructure

0.9% (2)

Insurance

0.8% (4)

Transport Services

0.7% (2)

Electrical Equipment

0.7% (8)

Diversified Metals

0.7% (1)

Non - Ferrous Metals

0.7% (3)

Realty

0.7% (5)

Agricultural Food & other Products

0.7% (3)

Auto Components

0.7% (5)

Healthcare Services

0.6% (3)

Beverages

0.5% (2)

Financial Technology (Fintech)

0.5% (2)

Consumable Fuels

0.4% (1)

Oil

0.4% (2)

Food Products

0.4% (2)

Chemicals & Petrochemicals

0.4% (3)

Industrial Products

0.3% (3)

Personal Products

0.3% (3)

Leisure Services

0.3% (1)

Capital Markets

0.3% (3)

Gas

0.3% (1)

Minerals & Mining

0.2% (1)

Fertilizers & Agrochemicals

0.1% (1)

Industrial Manufacturing

0.1% (1)

IT - Services

0.1% (1)

Metals & Minerals Trading

0.0% (1)

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