HDFC NIFTY 100 Index Fund vs SBI Large Cap Fund
Portfolio Overlap Analysis · HDFC vs SBI
52.3%
High Overlap
31 common stocks · Rank #855 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC NIFTY 100 Index | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.20% | 7.13% | 7.13% |
HDFC Bank Ltd. Banks | 6.54% | 9.82% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 6.18% | 6.81% | 6.18% |
Larsen & Toubro Ltd. Construction | 5.73% | 3.63% | 3.63% |
State Bank of India Banks | 4.16% | 3.61% | 3.61% |
Infosys Ltd. IT - Software | 3.16% | 3.29% | 3.16% |
Axis Bank Ltd. Banks | 3.44% | 2.87% | 2.87% |
Bharti Airtel Ltd. Telecom - Services | 2.48% | 3.79% | 2.48% |
Kotak Mahindra Bank Ltd. Banks | 3.46% | 2.21% | 2.21% |
Hindustan Unilever Ltd. Diversified FMCG | 1.94% | 1.50% | 1.50% |
Unique to HDFC NIFTY 100 Index
- ITC LIMITED2.19%
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
Sector Overlap Breakdown
Banks22.4% (5)
Petroleum Products6.3% (2)
IT - Software3.8% (2)
Construction3.6% (1)
Telecom - Services2.5% (1)
Diversified FMCG2.5% (2)
Retailing1.7% (2)
Ferrous Metals1.3% (1)
Non - Ferrous Metals1.0% (1)
Insurance0.9% (2)
Diversified Metals0.9% (1)
Automobiles0.8% (1)
Oil0.8% (1)
Consumer Durables0.8% (1)
Pharmaceuticals & Biotechnology0.8% (2)
Finance0.5% (1)
Food Products0.5% (1)
Beverages0.5% (1)
Auto Components0.4% (1)
Gas0.3% (1)
Cement & Cement Products0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Large Cap
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.