Fund overlap
SBI LARGE & MIDCAP FUND vs SBI MultiCap 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 MultiCap Fund
SBI MultiCap Fund - Direct Plan - Growth
Open Ended Schemes(Equity Scheme - Multi Cap Fund) · SBI Mutual Fund
Overlap
18.0%
- Shared holdings
- 21
- Holdings in A
- 89
- 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 LARGE & MIDCAP FUND | SBI MultiCap Fund |
|---|---|---|
| ICICI Bank Ltd. | 3.79% | 3.94% |
| HDFC Bank Ltd. | 6.65% | 3.02% |
| Adani Enterprises Ltd. | 2.46% | 3.47% |
| Berger Paints India Ltd. | 2.25% | 2.14% |
| Asian Paints Ltd. | 2.28% | 2.05% |
| Torrent Power Ltd. | 2.00% | 2.12% |
| Divi's Laboratories Ltd. | 1.90% | 3.37% |
| Biocon Ltd. | 2.20% | 1.74% |
| United Breweries Ltd. | 1.64% | 1.43% |
| Axis Bank Ltd. | 3.33% | 1.36% |
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.