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

Portfolio Overlap Analysis · SBI vs SBI

25.0%
Moderate Overlap
9 common stocks · Rank #8007 of 28,292 pairs
Fund A
SBI Large Cap Fund
SBI · Large Cap
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (9)

StockWt% in SBI Large CapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Ltd.
Banks
6.54%5.04%5.04%
Larsen & Toubro Ltd.
Construction
5.73%4.54%4.54%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
3.48%4.85%3.48%
Axis Bank Ltd.
Banks
3.44%4.85%3.44%
Bharti Airtel Ltd.
Telecom - Services
2.48%4.12%2.48%
Kotak Mahindra Bank Ltd.
Banks
3.46%2.40%2.40%
Vedanta Ltd.
Diversified Metals
1.37%3.03%1.37%
Eternal Ltd.
Retailing
1.29%2.46%1.29%
Sona Blw Precision Forgings Ltd.
Auto Components
0.97%2.52%0.97%

Unique to SBI Large Cap

  • ICICI Bank Ltd.8.20%
  • Reliance Industries Ltd.6.18%
  • State Bank of India4.16%
  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks
10.9% (3)
Construction
4.5% (1)
Agricultural, Commercial & Construction Vehicles
3.5% (1)
Telecom - Services
2.5% (1)
Diversified Metals
1.4% (1)
Retailing
1.3% (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.