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)

StockWt% in LIC MF BANKING AND FINANCIAL SWt% in SBI Banking And Financial ServOverlap
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

Banks
41.7% (5)
Finance
3.4% (5)
Capital Markets
1.9% (2)
Insurance
1.6% (3)

More comparisons for LIC MF BANKING AND FINANCIAL S

More comparisons for SBI Banking And Financial Serv

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