SBI Midcap Fund vs SBI Large and Midcap Fund
Portfolio Overlap Analysis · SBI vs SBI
24.2%
Moderate Overlap
20 common stocks · Rank #8457 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Midcap | Wt% in SBI Large and Midcap | Overlap |
|---|---|---|---|
Bharat Forge Ltd. Auto Components | 3.20% | 2.97% | 2.97% |
State Bank of India Banks | 3.56% | 2.34% | 2.34% |
Shree Cement Ltd. Cement & Cement Products | 2.25% | 2.53% | 2.25% |
Torrent Power Ltd. Power | 2.04% | 3.92% | 2.04% |
Berger Paints India Ltd. Consumer Durables | 2.25% | 1.68% | 1.68% |
Indus Towers Ltd. Telecom - Services | 1.66% | 1.85% | 1.66% |
Colgate Palmolive (India) Ltd. Personal Products | 2.42% | 1.54% | 1.54% |
Biocon Ltd. Pharmaceuticals & Biotechnology | 1.42% | 2.63% | 1.42% |
Jubilant Foodworks Ltd. Leisure Services | 1.24% | 1.68% | 1.24% |
FSN E-Commerce Ventures Ltd. Retailing | 1.23% | 2.55% | 1.23% |
Unique to SBI Midcap
- Bharat Heavy Electricals Ltd.3.43%
- CRISIL Ltd.3.21%
- Sundaram Finance Ltd.3.21%
- Supreme Industries Ltd.3.07%
- Mahindra & Mahindra Financial Services Ltd.3.07%
- Max Financial Services Ltd.2.82%
- AIA Engineering Ltd.2.81%
- The Federal Bank Ltd.2.71%
Unique to SBI Large and Midcap
- HDFC Bank Ltd.5.04%
- Axis Bank Ltd.3.28%
- Ashok Leyland Ltd.3.05%
- ICICI Bank Ltd.2.95%
- Reliance Industries Ltd.2.73%
- Tata Motors Ltd.2.61%
- Asian Paints Ltd.2.36%
Sector Overlap Breakdown
Auto Components4.3% (3)
Banks2.3% (1)
Cement & Cement Products2.3% (1)
Power2.0% (1)
Consumer Durables1.7% (1)
Telecom - Services1.7% (1)
Personal Products1.5% (1)
Pharmaceuticals & Biotechnology1.4% (2)
Leisure Services1.2% (1)
Retailing1.2% (1)
Petroleum Products1.1% (1)
Industrial Products1.1% (1)
Textiles & Apparels1.0% (1)
Electrical Equipment0.7% (2)
Food Products0.4% (1)
IT - Software0.2% (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.