Fund overlap
SBI Large Cap Fund vs UTI
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
UTI - Dividend Yield Fund - Direct Plan - Growth
Open Ended Schemes(Equity Schemes - Dividend Yield Fund) · UTI Mutual Fund
Overlap
20.1%
- Shared holdings
- 15
- Holdings in A
- 58
- Holdings in B
- 65
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 |
|---|---|---|
| HDFC Bank Ltd. | 8.19% | 8.11% |
| ICICI Bank Ltd. | 8.29% | 5.72% |
| State Bank of India | 3.50% | 3.28% |
| Kotak Mahindra Bank Ltd. | 4.60% | 3.03% |
| Axis Bank Ltd. | 3.22% | 2.48% |
| Infosys Ltd. | 3.38% | 2.36% |
| Bharti Airtel Ltd. | 2.15% | 2.94% |
| Tech Mahindra Ltd. | 1.89% | 3.08% |
| Vedanta Aluminium Metal Ltd. | 1.36% | 0.81% |
| ICICI Prudential Asset Management Company Ltd. | 1.21% | 0.79% |
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.