Fund overlap
SBI Large Cap Fund vs UTI Large & Mid Cap 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
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · UTI Mutual Fund
Overlap
17.4%
- Shared holdings
- 15
- Holdings in A
- 58
- Holdings in B
- 74
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 15 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI Large Cap Fund | UTI Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 8.19% | 5.48% |
| ICICI Bank Ltd. | 8.29% | 4.55% |
| Reliance Industries Ltd. | 3.51% | 3.74% |
| Infosys Ltd. | 3.38% | 2.91% |
| State Bank of India | 3.50% | 2.91% |
| Larsen & Toubro Ltd. | 5.31% | 2.75% |
| Bharti Airtel Ltd. | 2.15% | 1.92% |
| Vedanta Aluminium Metal Ltd. | 1.36% | 1.35% |
| Interglobe Aviation Ltd. | 1.56% | 1.27% |
| Life Insurance Corporation of India | 0.97% | 1.68% |
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.