Fund overlap
Nippon India Large Cap Fund vs SBI LARGE & MIDCAP 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 LARGE & MIDCAP FUND
SBI LARGE & MIDCAP FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · SBI Mutual Fund
Overlap
17.3%
- Shared holdings
- 23
- Holdings in A
- 70
- Holdings in B
- 89
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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | Nippon India Large Cap Fund | SBI LARGE & MIDCAP FUND |
|---|---|---|
| HDFC Bank Limited | 9.61% | 6.65% |
| ICICI Bank Limited | 6.09% | 3.79% |
| Axis Bank Limited | 5.26% | 3.33% |
| Divi's Laboratories Limited | 1.45% | 1.90% |
| Hindustan Unilever Limited | 2.74% | 1.35% |
| Kotak Mahindra Bank Limited | 2.03% | 1.33% |
| HDFC Life Insurance Company Limited | 1.32% | 1.76% |
| Swiggy Limited | 1.11% | 2.35% |
| State Bank of India | 2.82% | 0.91% |
| Godrej Consumer Products Limited | 0.88% | 0.99% |
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.