SBI Long Term Advantage Fund - Series IV vs SBI Long Term Advantage Fund - Series V

Portfolio Overlap Analysis · SBI vs SBI

46.8%
High Overlap
14 common stocks · Rank #1458 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
5.97%6.30%5.97%
ICICI Bank Ltd.
Banks
4.97%5.27%4.97%
State Bank of India
Banks
4.62%5.58%4.62%
Eicher Motors Ltd.
Automobiles
4.62%4.37%4.37%
Bank of Baroda
Banks
3.87%3.52%3.52%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
4.13%3.45%3.45%
Infosys Ltd.
IT - Software
3.96%3.43%3.43%
Vedanta Ltd.
Diversified Metals
4.32%2.94%2.94%
Muthoot Finance Ltd.
Finance
2.74%4.24%2.74%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
2.71%2.73%2.71%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • GKW Ltd.4.21%

Unique to SBI Long Term Advantage Fund -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • Sanathan Textiles Ltd.4.62%
  • Maruti Suzuki India Ltd.4.54%
  • Divi's Laboratories Ltd.3.50%

Sector Overlap Breakdown

Banks
19.1% (4)
Finance
6.8% (3)
Automobiles
4.4% (1)
Agricultural, Commercial & Construction Vehicles
3.5% (1)
IT - Software
3.4% (1)
Diversified Metals
2.9% (1)
Chemicals & Petrochemicals
2.7% (1)
Cement & Cement Products
2.0% (1)
Insurance
2.0% (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.