Fund overlap
SBI LARGE & MIDCAP FUND vs SBI CONTRA FUND
Fund A
SBI LARGE & MIDCAP FUND
SBI LARGE & MIDCAP FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · SBI Mutual Fund
Fund B
SBI CONTRA FUND
SBI CONTRA FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Contra Fund) · SBI Mutual Fund
Overlap
20.6%
- Shared holdings
- 35
- Holdings in A
- 89
- Holdings in B
- 95
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 35 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI LARGE & MIDCAP FUND | SBI CONTRA FUND |
|---|---|---|
| HDFC Bank Ltd. | 6.65% | 4.79% |
| ICICI Bank Ltd. | 3.79% | 4.36% |
| TREPS | 3.47% | 6.40% |
| Biocon Ltd. | 2.20% | 3.29% |
| Torrent Power Ltd. | 2.00% | 2.48% |
| FSN E-Commerce Ventures Ltd. | 1.42% | 1.58% |
| Kotak Mahindra Bank Ltd. | 1.33% | 3.15% |
| Axis Bank Ltd. | 3.33% | 1.33% |
| Indus Towers Ltd. | 1.30% | 2.66% |
| Tata Motors Ltd. | 2.22% | 1.16% |
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.