SBI Flexicap Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · SBI vs SBI

27.8%
Moderate Overlap
24 common stocks · Rank #6729 of 28,282 pairs
Fund A
SBI Flexicap Fund
SBI · Flexi Cap
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in SBI FlexicapWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.70%5.04%5.04%
Axis Bank Ltd.
Banks
5.65%3.28%3.28%
ICICI Bank Ltd.
Banks
5.89%2.95%2.95%
Reliance Industries Ltd.
Petroleum Products
2.93%2.73%2.73%
Jindal Steel Ltd.
Ferrous Metals
1.51%2.29%1.51%
HDFC Asset Management Co. Ltd.
Capital Markets
2.21%1.39%1.39%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
1.20%3.05%1.20%
Infosys Ltd.
IT - Software
2.23%1.17%1.17%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.17%1.42%1.17%
Tata Steel Ltd.
Ferrous Metals
3.32%1.10%1.10%

Unique to SBI Flexicap

  • Larsen & Toubro Ltd.4.77%
  • Kotak Mahindra Bank Ltd.3.57%
  • Eicher Motors Ltd.3.36%
  • Bharti Airtel Ltd.2.69%

Unique to SBI Large and Midcap

  • State Bank of India3.56%
  • Bharat Forge Ltd.3.20%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
11.3% (3)
Petroleum Products
2.7% (1)
Ferrous Metals
2.6% (2)
Capital Markets
1.4% (1)
Consumer Durables
1.3% (4)
Industrial Products
1.2% (2)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
IT - Software
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Non - Ferrous Metals
0.9% (1)
Beverages
0.9% (1)
Leisure Services
0.8% (1)
Cement & Cement Products
0.5% (1)
Construction
0.4% (1)
Electrical Equipment
0.1% (1)
Textiles & Apparels
0.0% (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.