SBI ELSS Tax Saver Fund vs SBI Large Cap Fund

Portfolio Overlap Analysis · SBI vs SBI

46.0%
High Overlap
24 common stocks · Rank #1597 of 28,292 pairs
Fund A
SBI ELSS Tax Saver Fund
SBI · ELSS
Fund B
SBI Large Cap Fund
SBI · Large Cap

Common Holdings (10)

StockWt% in SBI ELSS Tax SaverWt% in SBI Large CapOverlap
ICICI Bank Ltd.
Banks
7.74%8.20%7.74%
Reliance Industries Ltd.
Petroleum Products
4.89%6.18%4.89%
HDFC Bank Ltd.
Banks
4.44%6.54%4.44%
State Bank of India
Banks
4.61%4.16%4.16%
Kotak Mahindra Bank Ltd.
Banks
4.23%3.46%3.46%
Axis Bank Ltd.
Banks
4.29%3.44%3.44%
Infosys Ltd.
IT - Software
2.05%3.16%2.05%
Tata Steel Ltd.
Ferrous Metals
4.09%1.81%1.81%
Bharti Airtel Ltd.
Telecom - Services
1.79%2.48%1.79%
Tech Mahindra Ltd.
IT - Software
1.60%1.60%1.60%

Unique to SBI ELSS Tax Saver

  • Torrent Power Ltd.2.73%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Unique to SBI Large Cap

  • Larsen & Toubro Ltd.5.73%
  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%
  • Tata Motors Ltd.3.48%

Sector Overlap Breakdown

Banks
23.2% (5)
Petroleum Products
5.0% (2)
IT - Software
3.6% (2)
Insurance
2.4% (2)
Ferrous Metals
1.8% (1)
Telecom - Services
1.8% (1)
Non - Ferrous Metals
1.4% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Consumer Durables
1.2% (1)
Oil
1.0% (1)
Gas
0.9% (1)
Diversified FMCG
0.6% (1)
Electrical Equipment
0.6% (1)
Cement & Cement Products
0.5% (1)
Finance
0.5% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Capital Markets
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI ELSS Tax Saver

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