Fund overlap
SBI Large Cap Fund vs SBI ESG Exclusionary Strategy Fund
Fund A
SBI Large Cap Fund
SBI Large Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large Cap Fund) · SBI 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
27.7%
- Shared holdings
- 18
- Holdings in A
- 58
- 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 18 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI Large Cap Fund | SBI ESG Exclusionary Strategy Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.29% | 8.50% |
| HDFC Bank Ltd. | 8.19% | 7.66% |
| Kotak Mahindra Bank Ltd. | 4.60% | 4.32% |
| Larsen & Toubro Ltd. | 5.31% | 4.19% |
| State Bank of India | 3.50% | 3.85% |
| Asian Paints Ltd. | 3.39% | 2.89% |
| Divi's Laboratories Ltd. | 3.61% | 2.42% |
| Tech Mahindra Ltd. | 1.89% | 3.23% |
| Sona Blw Precision Forgings Ltd. | 1.58% | 1.90% |
| Thermax Ltd. | 1.52% | 1.26% |
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.