SBI Dividend Yield Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

47.0%
High Overlap
20 common stocks · Rank #1428 of 28,292 pairs
Fund A
SBI Dividend Yield Fund
SBI · Dividend Yield
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI Dividend YieldWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
7.65%8.21%7.65%
ICICI Bank Ltd.
Banks
5.85%6.21%5.85%
State Bank of India
Banks
4.50%5.50%4.50%
Larsen & Toubro Ltd.
Construction
4.38%5.39%4.38%
Maruti Suzuki India Ltd.
Automobiles
3.91%3.80%3.80%
Infosys Ltd.
IT - Software
3.02%4.69%3.02%
Axis Bank Ltd.
Banks
2.99%2.16%2.16%
Schaeffler India Ltd.
Auto Components
2.10%2.18%2.10%
TVS Motor Company Ltd.
Automobiles
1.97%1.74%1.74%
Asian Paints Ltd.
Consumer Durables
1.47%1.59%1.47%

Unique to SBI Dividend Yield

  • Power Grid Corporation of India Ltd.4.04%
  • Tata Consultancy Services Ltd.3.89%
  • Oil & Natural Gas Corporation Ltd.3.10%
  • GAIL (India) Ltd.2.83%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Reliance Industries Ltd.5.57%
  • Ultratech Cement Ltd.2.98%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Banks
20.2% (4)
Automobiles
5.5% (2)
Construction
4.4% (1)
IT - Software
3.0% (1)
Consumer Durables
2.8% (2)
Pharmaceuticals & Biotechnology
2.5% (2)
Auto Components
2.1% (1)
Industrial Products
1.5% (2)
Cement & Cement Products
1.3% (1)
Chemicals & Petrochemicals
1.3% (1)
IT - Services
1.3% (1)
Healthcare Services
1.0% (1)
Textiles & Apparels
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Dividend Yield

More comparisons for SBI RETIREMENT BENEFIT FUND -

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