SBI Large and Midcap Fund vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · SBI vs SBI

32.4%
Moderate Overlap
21 common stocks · Rank #4908 of 28,292 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI ESG Exclusionary StrategyOverlap
HDFC Bank Ltd.
Banks
8.66%5.04%5.04%
State Bank of India
Banks
5.61%3.56%3.56%
Axis Bank Ltd.
Banks
5.17%3.28%3.28%
ICICI Bank Ltd.
Banks
8.46%2.95%2.95%
Reliance Industries Ltd.
Petroleum Products
2.54%2.73%2.54%
Asian Paints Ltd.
Consumer Durables
2.58%2.36%2.36%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.51%1.37%1.37%
LTIMindtree Ltd.
IT - Software
2.18%1.31%1.31%
FSN E-Commerce Ventures Ltd.
Retailing
1.18%1.23%1.18%
Infosys Ltd.
IT - Software
4.96%1.17%1.17%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%

Unique to SBI ESG Exclusionary Strategy

  • Larsen & Toubro Ltd.5.06%
  • Maruti Suzuki India Ltd.4.14%
  • Kotak Mahindra Bank Ltd.3.88%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Banks
14.8% (4)
Consumer Durables
4.5% (4)
Petroleum Products
2.5% (1)
IT - Software
2.5% (2)
Pharmaceuticals & Biotechnology
1.4% (1)
Retailing
1.2% (1)
Leisure Services
1.1% (1)
Textiles & Apparels
1.0% (1)
Non - Ferrous Metals
0.9% (1)
Personal Products
0.8% (1)
Industrial Products
0.5% (1)
Industrial Manufacturing
0.5% (1)
Healthcare Services
0.5% (1)
Electrical Equipment
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Large and Midcap

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