SBI Banking And Financial Services Fund vs TATA BANKING & FINANCIAL SERVICES FUND
SBI vs Tata· Portfolio Overlap Analysis
56.2%High Overlap
12 common stocksRank #6466 / 20,000
Investor takeaway: At 56.2% 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 (12)
| Stock | Wt% in SBI Banking And Financial Serv | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.46% | 13.76% | 13.46% |
State Bank of India Banks | 10.45% | 10.43% | 10.43% |
Axis Bank Ltd. Banks | 9.37% | 9.21% | 9.21% |
HDFC Bank Ltd. Banks | 6.80% | 16.33% | 6.80% |
SBI Life Insurance Co. Ltd. Insurance | 3.29% | 3.64% | 3.29% |
Bajaj Finserv Ltd. Finance | 6.34% | 3.12% | 3.12% |
Bank of Baroda Banks | 3.00% | 3.61% | 3.00% |
HDFC Life Insurance Company Ltd. Insurance | 2.44% | 1.97% | 1.97% |
Max Financial Services Ltd. Insurance | 1.70% | 1.98% | 1.70% |
Star Health & Allied Insurance Co. Ltd. Insurance | 1.44% | 1.36% | 1.36% |
Multi Commodity Exchange of India Ltd. Capital Markets | 3.20% | 1.28% | 1.28% |
ICICI Prudential Asset Management Company Ltd. Capital Markets | 0.62% | 2.38% | 0.62% |
Unique to SBI Banking And Financial Serv
- Kotak Mahindra Bank Ltd.8.50%
- Muthoot Finance Ltd.4.30%
Unique to TATA BANKING & FINANCIAL SERVI
- SHRIRAM FINANCE LTD.4.49%
- CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
Sector Overlap Breakdown
Banks42.9% (5)
Insurance8.3% (4)
Finance3.1% (1)
Capital Markets1.9% (2)
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More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI65.4% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.