Fund overlap
SBI CONTRA FUND vs UTI Large & Mid Cap Fund
Fund A
SBI CONTRA FUND
SBI CONTRA FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Contra Fund) · SBI Mutual Fund
Fund B
UTI Large & Mid Cap Fund
UTI Large & Mid Cap Fund - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) · UTI Mutual Fund
Overlap
17.5%
- Shared holdings
- 23
- Holdings in A
- 95
- Holdings in B
- 74
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 23 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI CONTRA FUND | UTI Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd. | 4.79% | 5.48% |
| ICICI Bank Ltd. | 4.36% | 4.55% |
| Reliance Industries Ltd. | 4.67% | 3.74% |
| ITC Ltd. | 1.81% | 2.86% |
| State Bank of India | 1.60% | 2.91% |
| Indus Towers Ltd. | 2.66% | 1.56% |
| Bharti Airtel Ltd. | 1.23% | 1.92% |
| Oil & Natural Gas Corporation Ltd. | 1.20% | 1.50% |
| ICICI Prudential Life Insurance Company Ltd. | 1.08% | 1.12% |
| UPL Ltd. | 1.05% | 1.49% |
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.