LIC MF BANKING AND FINANCIAL SERVICES FUND vs SBI Banking And Financial Services Fund
LIC vs SBI· Portfolio Overlap Analysis
48.5%High Overlap
15 common stocksRank #11713 / 20,000
Investor takeaway: At 48.5% 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 (15)
| Stock | Wt% in LIC MF BANKING AND FINANCIAL S | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 12.62% | 13.46% | 12.62% |
Axis Bank Ltd. Banks | 8.44% | 9.37% | 8.44% |
Kotak Mahindra Bank Ltd. Banks | 7.77% | 8.50% | 7.77% |
HDFC Bank Ltd. Banks | 16.56% | 6.80% | 6.80% |
State Bank of India Banks | 6.04% | 10.45% | 6.04% |
Bajaj Finance Ltd. Finance | 1.53% | 2.61% | 1.53% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 1.07% | 3.20% | 1.07% |
360 One Wam Ltd. Capital Markets | 1.64% | 0.82% | 0.82% |
Aditya Birla Capital Ltd. Finance | 0.61% | 1.34% | 0.61% |
Muthoot Finance Ltd. Finance | 0.56% | 4.30% | 0.56% |
HDFC Life Insurance Company Ltd. Insurance | 0.56% | 2.44% | 0.56% |
Max Financial Services Ltd. Insurance | 0.53% | 1.70% | 0.53% |
SBI Life Insurance Company Ltd. Insurance | 0.48% | 3.29% | 0.48% |
HDB Financial Services Ltd. Finance | 0.56% | 0.35% | 0.35% |
CRISIL Ltd. Finance | 1.45% | 0.34% | 0.34% |
Unique to LIC MF BANKING AND FINANCIAL S
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Unique to SBI Banking And Financial Serv
- Bajaj Finserv Ltd.6.34%
- Bank of Baroda3.00%
Sector Overlap Breakdown
Banks41.7% (5)
Finance3.4% (5)
Capital Markets1.9% (2)
Insurance1.6% (3)
More comparisons for LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
- vs HDFC Banking & Financial Servi58.8% · 14 stocks
- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 58.7% · 12 stocks
- vs Mirae Asset Banking and Financ58.6% · 17 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.