SBI Balanced Advantage Fund vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · SBI vs SBI

38.8%
Moderate Overlap
39 common stocks · Rank #2961 of 28,282 pairs
Fund A
SBI Balanced Advantage Fund
SBI · Balanced Advantage
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in SBI Balanced AdvantageWt% in SBI ELSS Tax SaverOverlap
Reliance Industries Ltd.
Petroleum Products
5.22%4.89%4.89%
HDFC Bank Ltd.
Banks
4.83%4.44%4.44%
Tata Steel Ltd.
Ferrous Metals
2.10%4.09%2.10%
Axis Bank Ltd.
Banks
2.04%4.29%2.04%
Mahindra & Mahindra Ltd.
Automobiles
1.81%2.66%1.81%
Tech Mahindra Ltd.
IT - Software
1.82%1.60%1.60%
Torrent Power Ltd.
Power
1.56%2.73%1.56%
Bharti Airtel Ltd.
Telecom - Services
1.45%1.79%1.45%
GAIL (India) Ltd.
Gas
2.50%1.40%1.40%
ICICI Bank Ltd.
Banks
1.38%7.74%1.38%

Unique to SBI Balanced Advantage

  • Tata Motors Passenger Vehicles Ltd.2.11%
  • Larsen & Toubro Ltd.1.99%
  • Punjab National Bank1.96%

Unique to SBI ELSS Tax Saver

  • State Bank of India4.61%
  • Kotak Mahindra Bank Ltd.4.23%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
10.6% (7)
Petroleum Products
5.6% (2)
Automobiles
2.8% (2)
IT - Software
2.3% (4)
Gas
2.1% (2)
Ferrous Metals
2.1% (1)
Pharmaceuticals & Biotechnology
1.9% (4)
Finance
1.8% (4)
Power
1.6% (1)
Telecom - Services
1.4% (1)
Insurance
1.4% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Consumer Durables
1.0% (1)
Oil
0.8% (1)
Diversified FMCG
0.6% (1)
Industrial Products
0.6% (1)
Transport Services
0.4% (1)
Non - Ferrous Metals
0.3% (1)
Cement & Cement Products
0.1% (1)
Capital Markets
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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