Fund overlap

DSP Large Cap Fund vs SBI BANKING & FINANCIAL SERVICES FUND

Fund A

DSP Large Cap Fund

DSP Large Cap Fund - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - Large Cap Fund) · DSP Mutual Fund

Fund B

SBI BANKING & FINANCIAL SERVICES FUND

SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - IDCW

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund

Overlap

17.5%

Shared holdings
8
Holdings in A
43
Holdings in B
42

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 8 shared holdings, ordered by the smaller of the two weights.

HoldingDSP Large Cap FundSBI BANKING & FINANCIAL SERVICES FUND
HDFC Bank Limited10.08%13.04%
ICICI Bank Limited9.72%12.77%
Axis Bank Limited5.91%2.82%
HDFC Life Insurance Co Limited2.74%4.66%
Kotak Mahindra Bank Limited2.50%10.19%
Life Insurance Corporation Of India1.05%1.06%
ICICI Prudential Life Insurance Co Limited0.49%1.93%
Bank of Baroda0.34%2.96%

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.