SBI Contra Fund vs SBI Large Cap Fund

Portfolio Overlap Analysis · SBI vs SBI

34.1%
Moderate Overlap
22 common stocks · Rank #4301 of 28,292 pairs
Fund A
SBI Contra Fund
SBI · Value/Contra
Fund B
SBI Large Cap Fund
SBI · Large Cap

Common Holdings (10)

StockWt% in SBI ContraWt% in SBI Large CapOverlap
HDFC Bank Ltd.
Banks
7.31%6.54%6.54%
Reliance Industries Ltd.
Petroleum Products
5.03%6.18%5.03%
Kotak Mahindra Bank Ltd.
Banks
2.71%3.46%2.71%
ICICI Bank Ltd.
Banks
1.96%8.20%1.96%
Tata Steel Ltd.
Ferrous Metals
3.20%1.81%1.81%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.51%1.84%1.51%
Tech Mahindra Ltd.
IT - Software
1.46%1.60%1.46%
Axis Bank Ltd.
Banks
1.38%3.44%1.38%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
1.28%3.48%1.28%
State Bank of India
Banks
1.22%4.16%1.22%

Unique to SBI Contra

  • Biocon Ltd.3.18%
  • Punjab National Bank3.05%
  • Indus Towers Ltd.2.60%
  • GAIL (India) Ltd.2.12%
  • Torrent Power Ltd.2.09%
  • Dabur India Ltd.1.99%

Unique to SBI Large Cap

  • Larsen & Toubro Ltd.5.73%
  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%

Sector Overlap Breakdown

Banks
13.8% (5)
Petroleum Products
5.0% (1)
IT - Software
2.2% (2)
Ferrous Metals
1.8% (1)
Non - Ferrous Metals
1.5% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Telecom - Services
1.2% (1)
Insurance
1.2% (1)
Oil
1.0% (1)
Diversified FMCG
1.0% (1)
Auto Components
0.9% (2)
Gas
0.9% (1)
Construction
0.9% (1)
Pharmaceuticals & Biotechnology
0.8% (2)
Consumer Durables
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Contra

More comparisons for SBI Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.