Fund overlap
HDFC Equity Savings Fund vs SBI EQUITY SAVINGS FUND
Fund A
HDFC Equity Savings Fund
HDFC Equity Savings Fund - Direct Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Equity Savings) · 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
19.1%
- Shared holdings
- 40
- Holdings in A
- 127
- 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 40 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Equity Savings Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd.£ | 6.96% | 5.80% |
| Reliance Industries Ltd. | 5.23% | 5.04% |
| ICICI Bank Ltd. | 2.87% | 5.14% |
| Bharti Airtel Ltd. | 2.38% | 3.58% |
| Bajaj Finance Ltd. | 2.00% | 1.77% |
| Kotak Mahindra Bank Limited | 1.74% | 6.73% |
| Axis Bank Ltd. | 1.61% | 1.63% |
| State Bank of India | 1.56% | 1.20% |
| Mahindra & Mahindra Ltd. | 1.12% | 1.76% |
| Infosys Limited | 1.08% | 1.15% |
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.