Fund overlap
HDFC Flexi Cap Fund vs SBI EQUITY SAVINGS FUND
Fund A
HDFC Flexi Cap Fund
HDFC Flexi Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Flexi Cap Fund) · HDFC Mutual Fund
Fund B
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
17.6%
- Shared holdings
- 28
- Holdings in A
- 85
- Holdings in B
- 107
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 28 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Flexi Cap Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd.£ | 6.03% | 5.80% |
| ICICI Bank Ltd. | 8.80% | 5.14% |
| Kotak Mahindra Bank Limited | 3.40% | 6.73% |
| Bharti Airtel Ltd. | 2.62% | 3.58% |
| Eicher Motors Ltd. | 2.30% | 1.76% |
| Axis Bank Ltd. | 6.11% | 1.63% |
| Reliance Industries Ltd. | 1.40% | 5.04% |
| State Bank of India | 3.94% | 1.20% |
| UltraTech Cement Limited | 0.87% | 2.02% |
| Apollo Hospitals Enterprise Ltd. | 0.79% | 1.40% |
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.