Fund overlap
HDFC Focused Fund vs SBI ESG Exclusionary Strategy Fund
Fund A
HDFC Focused Fund
HDFC Focused Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Focused Fund) · HDFC 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
18.5%
- Shared holdings
- 7
- Holdings in A
- 33
- 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
All 7 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Focused Fund | SBI ESG Exclusionary Strategy Fund |
|---|---|---|
| ICICI Bank Ltd. | 9.16% | 8.50% |
| HDFC Bank Ltd.£ | 7.83% | 7.66% |
| Kotak Mahindra Bank Limited | 6.91% | 4.32% |
| State Bank of India | 5.10% | 3.85% |
| Maruti Suzuki India Limited | 3.40% | 3.70% |
| Hyundai Motor India Limited | 1.95% | 2.08% |
| Fsn Ecommerce Ventures Limited (Nykaa) | 2.23% | 1.58% |
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.