SBI Large and Midcap Fund vs SBI Multi Asset Allocation Fund

Portfolio Overlap Analysis · SBI vs SBI

12.4%
Low Overlap
22 common stocks · Rank #17691 of 28,292 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI Multi Asset Allocation Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI Multi Asset AllocationOverlap
Reliance Industries Ltd.
Petroleum Products
2.73%1.46%1.46%
HDFC Bank Ltd.
Banks
5.04%1.44%1.44%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.42%1.44%1.42%
Indus Towers Ltd.
Telecom - Services
1.66%1.39%1.39%
State Bank of India
Banks
3.56%0.70%0.70%
Axis Bank Ltd.
Banks
3.28%0.68%0.68%
Punjab National Bank
Banks
0.67%1.66%0.67%
Steel Authority of India Ltd.
Ferrous Metals
0.78%0.63%0.63%
ZF Commercial Vehicle Control Systems India Ltd.
Auto Components
1.13%0.59%0.59%
FSN E-Commerce Ventures Ltd.
Retailing
1.23%0.54%0.54%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • ICICI Bank Ltd.2.95%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Unique to SBI Multi Asset Allocation

  • Brookfield India Real Estate Trust3.42%
  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Oil & Natural Gas Corporation Ltd.1.97%
  • The Federal Bank Ltd.1.65%

Sector Overlap Breakdown

Banks
3.8% (5)
Pharmaceuticals & Biotechnology
1.6% (2)
Petroleum Products
1.5% (1)
Telecom - Services
1.4% (1)
Personal Products
1.0% (3)
Ferrous Metals
0.9% (2)
IT - Software
0.9% (3)
Auto Components
0.6% (1)
Retailing
0.5% (1)
Leisure Services
0.2% (1)
Capital Markets
0.1% (1)
Cement & Cement Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Large and Midcap

More comparisons for SBI Multi Asset Allocation

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