SBI Energy Opportunities Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · SBI vs SBI

5.7%
Low Overlap
6 common stocks · Rank #27112 of 28,292 pairs
Fund A
SBI Energy Opportunities Fund
SBI · Sectoral - Energy
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (6)

StockWt% in SBI Energy OpportunitiesWt% in SBI Large and MidcapOverlap
Reliance Industries Ltd.
Petroleum Products
2.73%8.29%2.73%
Torrent Power Ltd.
Power
2.04%4.02%2.04%
Honeywell Automation India Ltd.
Industrial Manufacturing
0.49%2.65%0.49%
Tube Investments of India Ltd.
Auto Components
0.23%1.40%0.23%
Thermax Ltd.
Electrical Equipment
0.17%3.97%0.17%
Gujarat State Petronet Ltd.
Gas
0.01%5.92%0.01%

Unique to SBI Energy Opportunities

  • GAIL (India) Ltd.6.78%
  • Bharat Petroleum Corporation Ltd.6.32%
  • Indian Oil Corporation Ltd.6.14%
  • Kalpataru Projects International Ltd.5.58%
  • NTPC Ltd.4.82%
  • Petronet LNG Ltd.4.80%
  • Oil & Natural Gas Corporation Ltd.4.79%
  • HEG Ltd.4.36%

Unique to SBI Large and Midcap

  • HDFC Bank Ltd.5.04%
  • State Bank of India3.56%
  • Axis Bank Ltd.3.28%
  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • ICICI Bank Ltd.2.95%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Petroleum Products
2.7% (1)
Power
2.0% (1)
Industrial Manufacturing
0.5% (1)
Auto Components
0.2% (1)
Electrical Equipment
0.2% (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.