SBI Equity Savings Fund vs SBI Large Cap Fund

Portfolio Overlap Analysis · SBI vs SBI

38.0%
Moderate Overlap
25 common stocks · Rank #3189 of 28,292 pairs
Fund A
SBI Equity Savings Fund
SBI · Equity Savings
Fund B
SBI Large Cap Fund
SBI · Large Cap

Common Holdings (10)

StockWt% in SBI Equity SavingsWt% in SBI Large CapOverlap
HDFC Bank Ltd.
Banks
6.54%5.19%5.19%
Reliance Industries Ltd.
Petroleum Products
6.18%4.87%4.87%
Kotak Mahindra Bank Ltd.
Banks
3.46%4.23%3.46%
ICICI Bank Ltd.
Banks
8.20%3.11%3.11%
State Bank of India
Banks
4.16%2.74%2.74%
Larsen & Toubro Ltd.
Construction
5.73%2.73%2.73%
Axis Bank Ltd.
Banks
3.44%2.27%2.27%
Bharti Airtel Ltd.
Telecom - Services
2.48%2.06%2.06%
Infosys Ltd.
IT - Software
3.16%1.66%1.66%
Tech Mahindra Ltd.
IT - Software
1.60%1.65%1.60%

Unique to SBI Equity Savings

  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Unique to SBI Large Cap

  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%
  • Tata Motors Ltd.3.48%

Sector Overlap Breakdown

Banks
16.8% (5)
Petroleum Products
4.9% (2)
IT - Software
3.3% (2)
Construction
2.7% (1)
Telecom - Services
2.1% (1)
Retailing
1.8% (2)
Auto Components
1.2% (1)
Ferrous Metals
1.2% (1)
Oil
1.0% (1)
Consumer Durables
0.8% (1)
Non - Ferrous Metals
0.8% (1)
Diversified Metals
0.5% (1)
Diversified FMCG
0.4% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Cement & Cement Products
0.2% (1)
Insurance
0.1% (1)
Gas
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Savings

More comparisons for SBI Large Cap

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