SBI Large Cap Fund vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · SBI vs SBI

31.1%
Moderate Overlap
10 common stocks · Rank #5414 of 28,292 pairs
Fund A
SBI Large Cap Fund
SBI · Large Cap
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Large CapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
6.54%5.97%5.97%
ICICI Bank Ltd.
Banks
8.20%4.97%4.97%
State Bank of India
Banks
4.16%4.62%4.16%
Reliance Industries Ltd.
Petroleum Products
6.18%3.62%3.62%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
3.48%4.13%3.48%
Infosys Ltd.
IT - Software
3.16%3.96%3.16%
Tata Steel Ltd.
Ferrous Metals
1.81%3.06%1.81%
Tech Mahindra Ltd.
IT - Software
1.60%3.26%1.60%
Vedanta Ltd.
Diversified Metals
1.37%4.32%1.37%
Eicher Motors Ltd.
Automobiles
0.98%4.62%0.98%

Unique to SBI Large Cap

  • Larsen & Toubro Ltd.5.73%
  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%
  • Kotak Mahindra Bank Ltd.3.46%
  • Axis Bank Ltd.3.44%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • GKW Ltd.4.21%

Sector Overlap Breakdown

Banks
15.1% (3)
IT - Software
4.8% (2)
Petroleum Products
3.6% (1)
Agricultural, Commercial & Construction Vehicles
3.5% (1)
Ferrous Metals
1.8% (1)
Diversified Metals
1.4% (1)
Automobiles
1.0% (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.