Fund overlap
SBI ESG Exclusionary Strategy Fund vs SBI MultiCap 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
SBI MultiCap Fund
SBI MultiCap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Multi Cap Fund) · SBI Mutual Fund
Overlap
18.8%
- Shared holdings
- 21
- Holdings in A
- 46
- Holdings in B
- 73
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 21 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI ESG Exclusionary Strategy Fund | SBI MultiCap Fund |
|---|---|---|
| ICICI Bank Ltd. | 8.50% | 3.94% |
| HDFC Bank Ltd. | 7.66% | 3.02% |
| Kotak Mahindra Bank Ltd. | 4.32% | 2.67% |
| Divi's Laboratories Ltd. | 2.42% | 3.37% |
| Lenskart Solutions Ltd. | 2.31% | 2.19% |
| Asian Paints Ltd. | 2.89% | 2.05% |
| Sona Blw Precision Forgings Ltd. | 1.90% | 1.77% |
| Maruti Suzuki India Ltd. | 3.70% | 1.33% |
| JSW Steel Ltd. | 3.09% | 1.19% |
| Page Industries Ltd. | 1.10% | 1.19% |
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.