Fund overlap
SBI Large Cap Fund vs HDFC Banking & Financial Services 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
HDFC Banking & Financial Services Fund
HDFC Banking & Financial Services Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · HDFC Mutual Fund
Overlap
18.5%
- Shared holdings
- 9
- Holdings in A
- 58
- Holdings in B
- 38
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 9 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI Large Cap Fund | HDFC Banking & Financial Services Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.29% | 13.85% |
| HDFC Bank Ltd. | 8.19% | 12.89% |
| Kotak Mahindra Bank Ltd. | 4.60% | 8.61% |
| State Bank of India | 3.50% | 6.07% |
| Axis Bank Ltd. | 3.22% | 7.76% |
| ICICI Prudential Asset Management Company Ltd. | 1.21% | 1.16% |
| Life Insurance Corporation of India | 0.97% | 1.61% |
| ICICI Lombard General Insurance Company Ltd. | 0.78% | 1.89% |
| HDFC Life Insurance Company Ltd. | 2.89% | 0.59% |
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.