LIC MF BSE SENSEX INDEX FUND vs SBI Nifty 50 ETF
LIC vs SBI· Portfolio Overlap Analysis
83.7%High Overlap
30 common stocksRank #1860 / 5,000
Investor takeaway: These funds overlap 83.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (30)
| Stock | Wt% in LIC MF BSE SENSEX INDEX | Wt% in SBI Nifty 50 ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.09% | 11.83% | 11.83% |
ICICI Bank Ltd. Banks | 10.27% | 8.58% | 8.58% |
Reliance Industries Ltd. Petroleum Products | 9.84% | 8.20% | 8.20% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 4.56% | 4.56% |
Larsen & Toubro Ltd. Construction | 5.19% | 4.38% | 4.38% |
State Bank of India Banks | 5.18% | 4.34% | 4.34% |
Infosys Ltd. IT - Software | 4.84% | 3.97% | 3.97% |
Axis Bank Ltd. Banks | 4.11% | 3.45% | 3.45% |
Kotak Mahindra Bank Ltd. Banks | 3.17% | 2.66% | 2.66% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 2.64% | 2.64% |
ITC Ltd. Diversified FMCG | 3.14% | 2.63% | 2.63% |
Tata Consultancy Services Ltd. IT - Software | 2.77% | 2.35% | 2.35% |
Bajaj Finance Ltd. Finance | 2.70% | 2.30% | 2.30% |
Hindustan Unilever Ltd. Diversified FMCG | 2.17% | 1.81% | 1.81% |
Maruti Suzuki India Ltd. Automobiles | 2.03% | 1.70% | 1.70% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.91% | 1.60% | 1.60% |
NTPC Ltd. Power | 1.87% | 1.58% | 1.58% |
Titan Company Ltd. Consumer Durables | 1.82% | 1.56% | 1.56% |
Eternal Ltd. Retailing | 1.77% | 1.54% | 1.54% |
Tata Steel Ltd. Ferrous Metals | 1.81% | 1.53% | 1.53% |
Bharat Electronics Ltd. Aerospace & Defense | 1.64% | 1.39% | 1.39% |
Ultratech Cement Ltd. Cement & Cement Products | 1.56% | 1.31% | 1.31% |
HCL Technologies Ltd. IT - Software | 1.53% | 1.28% | 1.28% |
Power Grid Corporation of India Ltd. Power | 1.41% | 1.18% | 1.18% |
Bajaj Finserv Ltd. Finance | 1.18% | 0.99% | 0.99% |
Adani Ports & Special Economic Zone Ltd. Transport Infrastructure | 1.16% | 0.98% | 0.98% |
InterGlobe Aviation Ltd. Transport Services | 1.12% | 0.95% | 0.95% |
Asian Paints Ltd. Consumer Durables | 1.11% | 0.94% | 0.94% |
Tech Mahindra Ltd. IT - Software | 0.89% | 0.75% | 0.75% |
Trent Ltd. Retailing | 0.89% | 0.75% | 0.75% |
Unique to LIC MF BSE SENSEX INDEX
All top holdings are shared with the other fund.
Unique to SBI Nifty 50 ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks30.9% (5)
IT - Software8.3% (4)
Petroleum Products8.2% (1)
Telecom - Services4.6% (1)
Diversified FMCG4.4% (2)
Construction4.4% (1)
Automobiles4.3% (2)
Finance3.3% (2)
Power2.8% (2)
Consumer Durables2.5% (2)
Retailing2.3% (2)
Pharmaceuticals & Biotechnology1.6% (1)
Ferrous Metals1.5% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (1)
More comparisons for LIC MF BSE SENSEX INDEX
- vs HDFC BSE Sensex Index99.8% · 30 stocks
- vs HDFC BSE SENSEX ETF99.8% · 30 stocks
- vs ICICI Prudential BSE Sensex ET99.8% · 30 stocks
- vs Kotak BSE Sensex ETF99.8% · 30 stocks
- vs SBI BSE Sensex ETF99.8% · 30 stocks
More comparisons for SBI Nifty 50 ETF
- vs HDFC NIFTY 50 ETF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF100.0% · 50 stocks
- vs Mirae Asset Nifty 50 ETF100.0% · 50 stocks
- vs SBI Nifty Index100.0% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.