SBI Midcap Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · SBI vs SBI

15.6%
Low Overlap
10 common stocks · Rank #14630 of 28,292 pairs
Fund A
SBI Midcap Fund
SBI · Mid Cap
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in SBI MidcapWt% in SBI MultiCapOverlap
Torrent Power Ltd.
Power
3.92%2.96%2.96%
Biocon Ltd.
Pharmaceuticals & Biotechnology
2.63%1.87%1.87%
Indus Towers Ltd.
Telecom - Services
1.85%3.25%1.85%
Dalmia Bharat Ltd.
Cement & Cement Products
1.76%2.73%1.76%
Jubilant Foodworks Ltd.
Leisure Services
1.68%2.49%1.68%
Berger Paints India Ltd.
Consumer Durables
1.68%2.05%1.68%
The Federal Bank Ltd.
Banks
2.71%1.31%1.31%
Carborundum Universal Ltd.
Industrial Products
1.39%1.26%1.26%
Page Industries Ltd.
Textiles & Apparels
1.33%1.08%1.08%
K.P.R. Mill Ltd.
Textiles & Apparels
0.14%3.09%0.14%

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%
  • Bharat Forge Ltd.2.97%
  • Max Financial Services Ltd.2.82%
  • AIA Engineering Ltd.2.81%

Unique to SBI MultiCap

  • Kotak Mahindra Bank Ltd.4.24%
  • HDFC Bank Ltd.3.72%
  • ICICI Bank Ltd.3.26%
  • Bajaj Finserv Ltd.3.25%
  • Adani Power Ltd.3.16%
  • Bharti Airtel Ltd.2.82%

Sector Overlap Breakdown

Power
3.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Telecom - Services
1.9% (1)
Cement & Cement Products
1.8% (1)
Leisure Services
1.7% (1)
Consumer Durables
1.7% (1)
Banks
1.3% (1)
Industrial Products
1.3% (1)
Textiles & Apparels
1.2% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Midcap

More comparisons for SBI MultiCap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.