SBI Equity Savings Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · SBI vs SBI

24.1%
Moderate Overlap
18 common stocks · Rank #8487 of 28,292 pairs
Fund A
SBI Equity Savings Fund
SBI · Equity Savings
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in SBI Equity SavingsWt% in SBI MultiCapOverlap
Kotak Mahindra Bank Ltd.
Banks
4.23%4.24%4.23%
HDFC Bank Ltd.
Banks
5.19%3.72%3.72%
ICICI Bank Ltd.
Banks
3.11%3.26%3.11%
Bajaj Finserv Ltd.
Finance
2.26%3.25%2.26%
Axis Bank Ltd.
Banks
2.27%2.14%2.14%
Bharti Airtel Ltd.
Telecom - Services
2.06%2.82%2.06%
Infosys Ltd.
IT - Software
1.66%1.64%1.64%
Tata Steel Ltd.
Ferrous Metals
1.20%1.35%1.20%
Asian Paints Ltd.
Consumer Durables
0.83%2.70%0.83%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.77%2.55%0.77%

Unique to SBI Equity Savings

  • Reliance Industries Ltd.4.87%
  • State Bank of India2.74%
  • Larsen & Toubro Ltd.2.73%
  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%

Unique to SBI MultiCap

  • Indus Towers Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Torrent Power Ltd.2.96%
  • Dalmia Bharat Ltd.2.73%

Sector Overlap Breakdown

Banks
13.5% (6)
Telecom - Services
2.6% (2)
Finance
2.3% (1)
IT - Software
1.6% (1)
Ferrous Metals
1.2% (1)
Consumer Durables
0.8% (1)
Non - Ferrous Metals
0.8% (1)
Retailing
0.8% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Leisure Services
0.1% (1)
Minerals & Mining
0.1% (1)
Cement & Cement Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Equity Savings

More comparisons for SBI MultiCap

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