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.
| Holding | DSP Large Cap Fund | SBI BANKING & FINANCIAL SERVICES FUND |
|---|---|---|
| HDFC Bank Limited | 10.08% | 13.04% |
| ICICI Bank Limited | 9.72% | 12.77% |
| Axis Bank Limited | 5.91% | 2.82% |
| HDFC Life Insurance Co Limited | 2.74% | 4.66% |
| Kotak Mahindra Bank Limited | 2.50% | 10.19% |
| Life Insurance Corporation Of India | 1.05% | 1.06% |
| ICICI Prudential Life Insurance Co Limited | 0.49% | 1.93% |
| Bank of Baroda | 0.34% | 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.