SBI Large and Midcap Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · SBI vs SBI

29.2%
Moderate Overlap
20 common stocks · Rank #6173 of 28,282 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in SBI MultiCapOverlap
HDFC Bank Ltd.
Banks
5.04%3.72%3.72%
ICICI Bank Ltd.
Banks
2.95%3.26%2.95%
Asian Paints Ltd.
Consumer Durables
2.36%2.70%2.36%
Axis Bank Ltd.
Banks
3.28%2.14%2.14%
Berger Paints India Ltd.
Consumer Durables
2.25%2.05%2.05%
Torrent Power Ltd.
Power
2.04%2.96%2.04%
Indus Towers Ltd.
Telecom - Services
1.66%3.25%1.66%
United Breweries Ltd.
Beverages
1.57%2.03%1.57%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.42%1.87%1.42%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.37%2.57%1.37%

Unique to SBI Large and Midcap

  • State Bank of India3.56%
  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Reliance Industries Ltd.2.73%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%

Unique to SBI MultiCap

  • Kotak Mahindra Bank Ltd.4.24%
  • Bajaj Finserv Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Bharti Airtel Ltd.2.82%
  • Dalmia Bharat Ltd.2.73%

Sector Overlap Breakdown

Banks
9.5% (4)
Consumer Durables
5.0% (4)
Pharmaceuticals & Biotechnology
2.8% (2)
Power
2.0% (1)
Telecom - Services
1.7% (1)
Beverages
1.6% (1)
Leisure Services
1.2% (1)
IT - Software
1.2% (2)
Auto Components
1.1% (1)
Ferrous Metals
1.1% (1)
Textiles & Apparels
1.0% (1)
Non - Ferrous Metals
0.9% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Large and Midcap

More comparisons for SBI MultiCap

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