SBI Large and Midcap Fund vs SBI Large Cap Fund

Portfolio Overlap Analysis · SBI vs SBI

34.7%
Moderate Overlap
20 common stocks · Rank #4127 of 28,282 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI Large Cap Fund
SBI · Large Cap

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI Large CapOverlap
HDFC Bank Ltd.
Banks
5.04%6.54%5.04%
State Bank of India
Banks
3.56%4.16%3.56%
Axis Bank Ltd.
Banks
3.28%3.44%3.28%
ICICI Bank Ltd.
Banks
2.95%8.20%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%6.18%2.73%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
2.61%3.48%2.61%
Asian Paints Ltd.
Consumer Durables
2.36%3.57%2.36%
Shree Cement Ltd.
Cement & Cement Products
2.25%1.79%1.79%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.37%2.36%1.37%
Hindustan Unilever Ltd.
Diversified FMCG
1.21%1.94%1.21%

Unique to SBI Large and Midcap

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

Unique to SBI Large Cap

  • Larsen & Toubro Ltd.5.73%
  • HDFC Life Insurance Company Ltd.3.75%
  • Kotak Mahindra Bank Ltd.3.46%

Sector Overlap Breakdown

Banks
14.8% (4)
Petroleum Products
2.7% (1)
Agricultural, Commercial & Construction Vehicles
2.6% (1)
Consumer Durables
2.4% (1)
Cement & Cement Products
1.8% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Diversified FMCG
1.2% (1)
Capital Markets
1.2% (1)
IT - Software
1.2% (1)
Ferrous Metals
1.1% (1)
Textiles & Apparels
1.0% (1)
Insurance
1.0% (1)
Non - Ferrous Metals
0.9% (1)
Diversified Metals
0.9% (1)
Auto Components
0.3% (1)
Electrical Equipment
0.2% (1)
Food Products
0.0% (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.