Fund overlap
Nippon India Large Cap Fund vs SBI ESG Exclusionary Strategy Fund
Fund A
Nippon India Large Cap Fund
Nippon India Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Scheme - Large Cap Fund) · Nippon India Mutual Fund
Fund B
SBI ESG Exclusionary Strategy Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund
Overlap
19.8%
- Shared holdings
- 14
- Holdings in A
- 70
- Holdings in B
- 46
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 14 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Large Cap Fund | SBI ESG Exclusionary Strategy Fund |
|---|---|---|
| HDFC Bank Limited | 9.61% | 7.66% |
| ICICI Bank Limited | 6.09% | 8.50% |
| Larsen & Toubro Limited | 3.63% | 4.19% |
| Bajaj Finance Limited | 3.09% | 4.04% |
| State Bank of India | 2.82% | 3.85% |
| Kotak Mahindra Bank Limited | 2.03% | 4.32% |
| Divi's Laboratories Limited | 1.45% | 2.42% |
| The Indian Hotels Company Limited | 1.06% | 1.76% |
| Mankind Pharma Limited | 1.04% | 1.26% |
| ABB India Limited | 0.96% | 1.97% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.