SBI ELSS Tax Saver Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · SBI vs SBI

36.5%
Moderate Overlap
36 common stocks · Rank #3582 of 28,292 pairs
Fund A
SBI ELSS Tax Saver Fund
SBI · ELSS
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI ELSS Tax SaverWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.04%4.44%4.44%
State Bank of India
Banks
3.56%4.61%3.56%
Axis Bank Ltd.
Banks
3.28%4.29%3.28%
ICICI Bank Ltd.
Banks
2.95%7.74%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%4.89%2.73%
Torrent Power Ltd.
Power
2.04%2.73%2.04%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
2.61%1.25%1.25%
FSN E-Commerce Ventures Ltd.
Retailing
1.23%1.82%1.23%
Asian Paints Ltd.
Consumer Durables
2.36%1.18%1.18%
Infosys Ltd.
IT - Software
1.17%2.05%1.17%

Unique to SBI ELSS Tax Saver

  • Kotak Mahindra Bank Ltd.4.23%
  • Tata Steel Ltd.4.09%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Unique to SBI Large and Midcap

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

Sector Overlap Breakdown

Banks
14.6% (6)
Petroleum Products
2.7% (1)
Consumer Durables
2.3% (4)
IT - Software
2.2% (3)
Power
2.0% (1)
Auto Components
1.3% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Retailing
1.2% (1)
Industrial Products
1.2% (2)
Ferrous Metals
1.1% (1)
Insurance
1.0% (1)
Non - Ferrous Metals
0.9% (1)
Transport Services
0.8% (1)
Cement & Cement Products
0.8% (2)
Personal Products
0.8% (1)
Electrical Equipment
0.7% (2)
Beverages
0.6% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Leisure Services
0.5% (1)
Capital Markets
0.1% (1)
Finance
0.1% (1)
Gas
0.0% (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.