Fund overlap
SBI LARGE & MIDCAP FUND vs HDFC Large & Mid Cap 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
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
17.5%
- Shared holdings
- 55
- Holdings in A
- 89
- Holdings in B
- 241
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 55 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI LARGE & MIDCAP FUND | HDFC Large & Mid Cap Fund |
|---|---|---|
| ICICI Bank Ltd. | 3.79% | 3.66% |
| HDFC Bank Ltd. | 6.65% | 3.64% |
| Axis Bank Ltd. | 3.33% | 1.95% |
| Gland Pharma Ltd. | 2.28% | 1.42% |
| Aurobindo Pharma Ltd. | 1.94% | 1.27% |
| Kotak Mahindra Bank Ltd. | 1.33% | 1.23% |
| State Bank of India | 0.91% | 1.42% |
| Bharat Forge Ltd. | 2.02% | 0.91% |
| Infosys Ltd. | 0.86% | 1.04% |
| Balkrishna Industries Ltd. | 2.46% | 0.83% |
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.