Fund overlap
SBI ESG Exclusionary Strategy Fund vs UTI - Large Cap Fund
Fund A
SBI ESG Exclusionary Strategy Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund
Fund B
UTI - Large Cap Fund
UTI - Large Cap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Large Cap Fund) · UTI Mutual Fund
Overlap
25.0%
- Shared holdings
- 14
- Holdings in A
- 46
- Holdings in B
- 67
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 14 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ESG Exclusionary Strategy Fund | UTI - Large Cap Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.50% | 8.98% |
| HDFC Bank Ltd. | 7.66% | 9.20% |
| Kotak Mahindra Bank Ltd. | 4.32% | 5.12% |
| Larsen & Toubro Ltd. | 4.19% | 3.87% |
| Bajaj Finance Ltd. | 4.04% | 3.22% |
| Ultratech Cement Ltd. | 2.79% | 2.02% |
| LTM Ltd. | 2.19% | 1.90% |
| State Bank of India | 3.85% | 1.73% |
| Maruti Suzuki India Ltd. | 3.70% | 1.52% |
| Hyundai Motor India Ltd. | 2.08% | 1.13% |
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.