SBI Contra Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · SBI vs SBI

31.1%
Moderate Overlap
33 common stocks · Rank #5435 of 28,292 pairs
Fund A
SBI Contra Fund
SBI · Value/Contra
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI ContraWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.04%7.31%5.04%
Reliance Industries Ltd.
Petroleum Products
2.73%5.03%2.73%
Torrent Power Ltd.
Power
2.04%2.09%2.04%
ICICI Bank Ltd.
Banks
2.95%1.96%1.96%
Indus Towers Ltd.
Telecom - Services
1.66%2.60%1.66%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.42%3.18%1.42%
Axis Bank Ltd.
Banks
3.28%1.38%1.38%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
2.61%1.28%1.28%
State Bank of India
Banks
3.56%1.22%1.22%
FSN E-Commerce Ventures Ltd.
Retailing
1.23%1.20%1.20%

Unique to SBI Contra

  • Tata Steel Ltd.3.20%
  • Punjab National Bank3.05%
  • Kotak Mahindra Bank Ltd.2.71%
  • GAIL (India) Ltd.2.12%
  • Dabur India Ltd.1.99%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
10.5% (6)
Pharmaceuticals & Biotechnology
3.2% (4)
Petroleum Products
2.7% (1)
Power
2.0% (1)
Telecom - Services
1.7% (1)
Ferrous Metals
1.4% (2)
Cement & Cement Products
1.4% (3)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Retailing
1.2% (1)
Non - Ferrous Metals
0.9% (1)
IT - Software
0.9% (2)
Transport Services
0.6% (1)
IT - Services
0.6% (1)
Consumer Durables
0.6% (1)
Industrial Products
0.5% (2)
Capital Markets
0.4% (1)
Construction
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Personal Products
0.3% (1)
Auto Components
0.1% (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.