Mirae Asset Banking and Financial Services Fund vs SBI Banking And Financial Services Fund

Mirae vs SBI· Portfolio Overlap Analysis

55.2%High Overlap
15 common stocksRank #6820 / 20,000

Investor takeaway: At 55.2% 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 Mirae Asset Banking and FinancWt% in SBI Banking And Financial ServOverlap
ICICI Bank Ltd.
Banks
13.75%13.46%13.46%
State Bank of India
Banks
10.43%10.45%10.43%
Axis Bank Ltd.
Banks
8.38%9.37%8.38%
HDFC Bank Ltd.
Banks
16.50%6.80%6.80%
Kotak Mahindra Bank Ltd.
Banks
3.96%8.50%3.96%
SBI Life Insurance Co. Ltd.
Insurance
3.37%3.29%3.29%
Bajaj Finance Ltd.
Finance
3.36%2.61%2.61%
Multi Commodity Exchange of India Ltd.
Capital Markets
1.50%3.20%1.50%
Aditya Birla Capital Ltd.
Finance
2.57%1.34%1.34%
Bank of Baroda
Banks
1.21%3.00%1.21%
CARE Ratings Ltd.
Capital Markets
1.24%0.84%0.84%
Pine Labs Ltd.
Financial Technology (Fintech)
0.85%0.48%0.48%
HDB Financial Services Ltd.
Finance
1.73%0.35%0.35%
Cholamandalam Financial Holdings Ltd.
Finance
0.35%1.04%0.35%
Billionbrains Garage Ventures Ltd.
Capital Markets
0.91%0.23%0.23%

Unique to Mirae Asset Banking and Financ

  • Karur Vysya Bank Ltd.2.86%
  • The Federal Bank Ltd.2.80%

Unique to SBI Banking And Financial Serv

  • Bajaj Finserv Ltd.6.34%
  • Muthoot Finance Ltd.4.30%

Sector Overlap Breakdown

Banks
44.2% (6)
Finance
4.7% (4)
Insurance
3.3% (1)
Capital Markets
2.6% (3)
Financial Technology (Fintech)
0.5% (1)

More comparisons for Mirae Asset Banking and Financ

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