Fund overlap
DSP Large & Mid Cap Fund vs SBI ESG Exclusionary Strategy Fund
Fund A
DSP Large & Mid Cap Fund
DSP Large & Mid Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · DSP 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
17.6%
- Shared holdings
- 12
- Holdings in A
- 71
- 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 12 shared holdings, ordered by the smaller of the two weights.
| Holding | DSP Large & Mid Cap Fund | SBI ESG Exclusionary Strategy Fund |
|---|---|---|
| ICICI Bank Limited | 8.44% | 8.50% |
| HDFC Bank Limited | 7.81% | 7.66% |
| State Bank of India | 3.18% | 3.85% |
| Kotak Mahindra Bank Limited | 2.49% | 4.32% |
| Schaeffler India Limited | 1.44% | 1.45% |
| Asian Paints Limited | 1.23% | 2.89% |
| Oberoi Realty Limited | 1.18% | 1.53% |
| Maruti Suzuki India Limited | 1.07% | 3.70% |
| Coforge Limited | 1.77% | 1.05% |
| Ultratech Cement Limited | 0.80% | 2.79% |
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.