SBI Large Cap Fund vs SBI Long Term Advantage Fund - Series III
Portfolio Overlap Analysis · SBI vs SBI
36.3%
Moderate Overlap
9 common stocks · Rank #3645 of 28,292 pairs
Common Holdings (9)
| Stock | Wt% in SBI Large Cap | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 6.18% | 8.10% | 6.18% |
HDFC Bank Ltd. Banks | 6.54% | 5.92% | 5.92% |
Larsen & Toubro Ltd. Construction | 5.73% | 5.19% | 5.19% |
ICICI Bank Ltd. Banks | 8.20% | 4.95% | 4.95% |
State Bank of India Banks | 4.16% | 5.10% | 4.16% |
Kotak Mahindra Bank Ltd. Banks | 3.46% | 3.62% | 3.46% |
Axis Bank Ltd. Banks | 3.44% | 5.66% | 3.44% |
Tech Mahindra Ltd. IT - Software | 1.60% | 2.06% | 1.60% |
Vedanta Ltd. Diversified Metals | 1.37% | 2.94% | 1.37% |
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
Unique to SBI Long Term Advantage Fund -
- Aster DM Healthcare Ltd.5.46%
- Bank of Baroda3.41%
- Bajaj Finserv Ltd.3.17%
Sector Overlap Breakdown
Banks21.9% (5)
Petroleum Products6.2% (1)
Construction5.2% (1)
IT - Software1.6% (1)
Diversified Metals1.4% (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.