SBI ELSS Tax Saver Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · SBI vs SBI

18.9%
Low Overlap
18 common stocks · Rank #11800 of 28,292 pairs
Fund A
SBI ELSS Tax Saver Fund
SBI · ELSS
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI ELSS Tax SaverWt% in SBI MidcapOverlap
Torrent Power Ltd.
Power
2.73%3.92%2.73%
State Bank of India
Banks
4.61%2.34%2.34%
Mahindra & Mahindra Financial Services Ltd.
Finance
2.14%3.07%2.14%
FSN E-Commerce Ventures Ltd.
Retailing
1.82%2.55%1.82%
AIA Engineering Ltd.
Industrial Products
1.78%2.81%1.78%
ICICI Prudential Life Insurance Company Ltd.
Insurance
1.40%2.54%1.40%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.92%1.07%1.07%
Grindwell Norton Ltd.
Industrial Products
0.99%2.08%0.99%
Bharat Forge Ltd.
Auto Components
0.87%2.97%0.87%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.82%3.43%0.82%

Unique to SBI ELSS Tax Saver

  • ICICI Bank Ltd.7.74%
  • Reliance Industries Ltd.4.89%
  • HDFC Bank Ltd.4.44%
  • Axis Bank Ltd.4.29%
  • Kotak Mahindra Bank Ltd.4.23%
  • Tata Steel Ltd.4.09%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Unique to SBI Midcap

  • CRISIL Ltd.3.21%
  • Sundaram Finance Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Max Financial Services Ltd.2.82%
  • The Federal Bank Ltd.2.71%

Sector Overlap Breakdown

Industrial Products
2.8% (2)
Power
2.7% (1)
Banks
2.3% (1)
Finance
2.2% (2)
Retailing
1.8% (1)
Pharmaceuticals & Biotechnology
1.7% (3)
Electrical Equipment
1.4% (2)
Insurance
1.4% (1)
Auto Components
0.9% (1)
Cement & Cement Products
0.5% (1)
Leisure Services
0.5% (1)
Consumer Durables
0.5% (1)
IT - Software
0.2% (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.