Fund overlap
SBI Large Cap Fund vs SBI EQUITY SAVINGS 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 EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
19.7%
- Shared holdings
- 27
- Holdings in A
- 58
- Holdings in B
- 107
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 27 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI Large Cap Fund | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd. | 8.19% | 5.80% |
| ICICI Bank Ltd. | 8.29% | 5.14% |
| Kotak Mahindra Bank Ltd. | 4.60% | 6.73% |
| Reliance Industries Ltd. | 3.51% | 5.04% |
| Bharti Airtel Ltd. | 2.15% | 3.58% |
| Axis Bank Ltd. | 3.22% | 1.63% |
| HDFC Life Insurance Company Ltd. | 2.89% | 1.39% |
| State Bank of India | 3.50% | 1.20% |
| Infosys Ltd. | 3.38% | 1.15% |
| Life Insurance Corporation of India | 0.97% | 2.29% |
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.