HDFC Value Fund vs SBI Large Cap Fund
Portfolio Overlap Analysis · SBI vs HDFC
39.3%
Moderate Overlap
17 common stocks · Rank #2859 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Value | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.98% | 8.20% | 6.98% |
HDFC Bank Ltd. Banks | 6.19% | 6.54% | 6.19% |
State Bank of India Banks | 4.46% | 4.16% | 4.16% |
Axis Bank Ltd. Banks | 4.57% | 3.44% | 3.44% |
Infosys Ltd. IT - Software | 3.07% | 3.16% | 3.07% |
Larsen & Toubro Ltd. Construction | 3.03% | 5.73% | 3.03% |
Bharti Airtel Ltd. Telecom - Services | 3.30% | 2.48% | 2.48% |
Reliance Industries Ltd. Petroleum Products | 1.89% | 6.18% | 1.89% |
Tech Mahindra Ltd. IT - Software | 1.56% | 1.60% | 1.56% |
Eternal Ltd. Retailing | 1.30% | 1.29% | 1.29% |
Unique to HDFC Value
- Sun Pharmaceutical Industries Ltd.2.58%
- NTPC Limited2.58%
- Au Small Finance Bank Ltd.2.55%
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
- Kotak Mahindra Bank Ltd.3.46%
Sector Overlap Breakdown
Banks20.8% (4)
IT - Software4.6% (2)
Construction3.0% (1)
Telecom - Services2.5% (1)
Petroleum Products2.0% (2)
Retailing1.3% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Food Products1.0% (2)
Automobiles1.0% (1)
Diversified FMCG0.9% (1)
Auto Components0.9% (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.