SBI Large and Midcap Fund vs SBI Nifty 500 Index Fund
Portfolio Overlap Analysis · SBI vs SBI
27.6%
Moderate Overlap
65 common stocks · Rank #6790 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Large and Midcap | Wt% in SBI Nifty 500 Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.04% | 6.96% | 5.04% |
ICICI Bank Ltd. Banks | 2.95% | 5.05% | 2.95% |
Reliance Industries Ltd. Petroleum Products | 2.73% | 4.82% | 2.73% |
State Bank of India Banks | 3.56% | 2.56% | 2.56% |
Axis Bank Ltd. Banks | 3.28% | 2.03% | 2.03% |
Infosys Ltd. IT - Software | 1.17% | 2.33% | 1.17% |
Hindustan Unilever Ltd. Diversified FMCG | 1.21% | 1.06% | 1.06% |
Tata Steel Ltd. Ferrous Metals | 1.10% | 0.90% | 0.90% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.95% | 0.69% | 0.69% |
Vedanta Ltd. Diversified Metals | 0.92% | 0.62% | 0.62% |
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%
- Asian Paints Ltd.2.36%
Unique to SBI Nifty 500 Index
- Bharti Airtel Ltd.2.68%
- Larsen & Toubro Ltd.2.58%
- Kotak Mahindra Bank Ltd.1.56%
- Mahindra & Mahindra Ltd.1.55%
Sector Overlap Breakdown
Banks12.9% (6)
Petroleum Products3.0% (2)
IT - Software1.7% (5)
Ferrous Metals1.3% (3)
Diversified FMCG1.1% (1)
Pharmaceuticals & Biotechnology1.0% (6)
Consumer Durables1.0% (5)
Auto Components0.8% (7)
Non - Ferrous Metals0.7% (1)
Diversified Metals0.6% (1)
Personal Products0.6% (4)
Insurance0.4% (1)
Capital Markets0.4% (2)
Cement & Cement Products0.3% (4)
Agricultural, Commercial & Construction Vehicles0.3% (1)
Telecom - Services0.3% (1)
Electrical Equipment0.3% (2)
Retailing0.2% (1)
Power0.1% (1)
Industrial Products0.1% (2)
Leisure Services0.1% (2)
Transport Services0.1% (1)
Textiles & Apparels0.1% (1)
Finance0.1% (1)
Beverages0.1% (1)
Healthcare Services0.1% (1)
Industrial Manufacturing0.0% (1)
Gas0.0% (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.