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)
| Stock | Wt% in Mirae Asset Banking and Financ | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
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
Banks44.2% (6)
Finance4.7% (4)
Insurance3.3% (1)
Capital Markets2.6% (3)
Financial Technology (Fintech)0.5% (1)
More comparisons for Mirae Asset Banking and Financ
- vs HDFC Banking & Financial Servi66.1% · 15 stocks
- vs EDELWEISS FINANCIAL SERVICES63.2% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 63.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se63.2% · 10 stocks
- vs Kotak Banking and Financial Se63.0% · 15 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.