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

Portfolio Overlap Analysis · SBI vs SBI

29.3%
Moderate Overlap
10 common stocks · Rank #6128 of 28,292 pairs
Fund A
SBI Large Cap Fund
SBI · Large Cap
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (10)

StockWt% in SBI Large CapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
6.54%6.30%6.30%
ICICI Bank Ltd.
Banks
8.20%5.27%5.27%
State Bank of India
Banks
4.16%5.58%4.16%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
3.48%3.45%3.45%
Infosys Ltd.
IT - Software
3.16%3.43%3.16%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.36%3.50%2.36%
Vedanta Ltd.
Diversified Metals
1.37%2.94%1.37%
Eternal Ltd.
Retailing
1.29%3.36%1.29%
Eicher Motors Ltd.
Automobiles
0.98%4.37%0.98%
Sona Blw Precision Forgings Ltd.
Auto Components
0.97%2.19%0.97%

Unique to SBI Large Cap

  • Reliance Industries Ltd.6.18%
  • 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 -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • Sanathan Textiles Ltd.4.62%
  • Maruti Suzuki India Ltd.4.54%
  • Muthoot Finance Ltd.4.24%
  • Bank of Baroda3.52%

Sector Overlap Breakdown

Banks
15.7% (3)
Agricultural, Commercial & Construction Vehicles
3.5% (1)
IT - Software
3.2% (1)
Pharmaceuticals & Biotechnology
2.4% (1)
Diversified Metals
1.4% (1)
Retailing
1.3% (1)
Automobiles
1.0% (1)
Auto Components
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.