SBI Large Cap Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Portfolio Overlap Analysis · SBI vs SBI
45.0%
High Overlap
16 common stocks · Rank #1764 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Large Cap | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.54% | 7.65% | 6.54% |
ICICI Bank Ltd. Banks | 8.20% | 5.85% | 5.85% |
Reliance Industries Ltd. Petroleum Products | 6.18% | 5.57% | 5.57% |
Larsen & Toubro Ltd. Construction | 5.73% | 4.38% | 4.38% |
State Bank of India Banks | 4.16% | 4.50% | 4.16% |
Infosys Ltd. IT - Software | 3.16% | 3.02% | 3.02% |
Axis Bank Ltd. Banks | 3.44% | 2.99% | 2.99% |
Kotak Mahindra Bank Ltd. Banks | 3.46% | 2.64% | 2.64% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.84% | 2.01% | 1.84% |
Asian Paints Ltd. Consumer Durables | 3.57% | 1.47% | 1.47% |
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Tata Motors Ltd.3.48%
Unique to SBI RETIREMENT BENEFIT FUND -
- Maruti Suzuki India Ltd.3.91%
- Ultratech Cement Ltd.2.98%
Sector Overlap Breakdown
Banks22.2% (5)
Petroleum Products5.6% (1)
Construction4.4% (1)
IT - Software3.0% (1)
Auto Components2.0% (2)
Non - Ferrous Metals1.8% (1)
Consumer Durables1.5% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Insurance1.2% (1)
Electrical Equipment1.1% (1)
Textiles & Apparels0.8% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Large Cap
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs SBI Nifty Index52.4% · 20 stocks
- vs SBI Nifty 50 ETF52.4% · 20 stocks
- vs HDFCNYEXTF52.4% · 20 stocks
More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy72.3% · 35 stocks
- vs SBI Dividend Yield47.0% · 20 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
- vs SBI Nifty Index44.9% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.