SBI ELSS Tax Saver Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs SBI

39.1%
Moderate Overlap
23 common stocks · Rank #2900 of 28,292 pairs
Fund A
SBI ELSS Tax Saver Fund
SBI · ELSS
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in SBI ELSS Tax SaverWt% in SBI RETIREMENT BENEFIT FUND - Overlap
ICICI Bank Ltd.
Banks
7.74%5.85%5.85%
Reliance Industries Ltd.
Petroleum Products
4.89%5.57%4.89%
State Bank of India
Banks
4.61%4.50%4.50%
HDFC Bank Ltd.
Banks
4.44%7.65%4.44%
Axis Bank Ltd.
Banks
4.29%2.99%2.99%
Kotak Mahindra Bank Ltd.
Banks
4.23%2.64%2.64%
Infosys Ltd.
IT - Software
2.05%3.02%2.05%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.42%2.01%1.42%
FSN E-Commerce Ventures Ltd.
Retailing
1.82%1.31%1.31%
Torrent Power Ltd.
Power
2.73%1.27%1.27%

Unique to SBI ELSS Tax Saver

  • Tata Steel Ltd.4.09%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Larsen & Toubro Ltd.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Ultratech Cement Ltd.2.98%

Sector Overlap Breakdown

Banks
20.4% (5)
Petroleum Products
4.9% (1)
IT - Software
2.0% (1)
Consumer Durables
2.0% (3)
Industrial Products
1.9% (3)
Non - Ferrous Metals
1.4% (1)
Retailing
1.3% (1)
Power
1.3% (1)
Insurance
1.2% (1)
Finance
1.2% (3)
Electrical Equipment
0.6% (1)
Leisure Services
0.5% (1)
Industrial Manufacturing
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI ELSS Tax Saver

More comparisons for SBI RETIREMENT BENEFIT FUND -

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