Fund overlap
SBI CONTRA FUND vs SBI EQUITY SAVINGS FUND
Fund A
SBI CONTRA FUND
SBI CONTRA FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Contra Fund) · SBI Mutual Fund
Fund B
SBI EQUITY SAVINGS FUND
SBI EQUITY SAVINGS FUND - Direct Plan - IDCW
Open Ended Schemes(Hybrid Scheme - Equity Savings) · SBI Mutual Fund
Overlap
18.8%
- Shared holdings
- 32
- Holdings in A
- 95
- Holdings in B
- 107
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 32 shared holdings, ordered by the smaller of the two weights.
| Holding | SBI CONTRA FUND | SBI EQUITY SAVINGS FUND |
|---|---|---|
| HDFC Bank Ltd. | 4.79% | 5.80% |
| Reliance Industries Ltd. | 4.67% | 5.04% |
| ICICI Bank Ltd. | 4.36% | 5.14% |
| Kotak Mahindra Bank Ltd. | 3.15% | 6.73% |
| TREPS | 6.40% | 2.15% |
| Aster DM Quality Care Ltd. | 1.42% | 1.46% |
| Axis Bank Ltd. | 1.33% | 1.63% |
| Bharti Airtel Ltd. | 1.23% | 3.58% |
| State Bank of India | 1.60% | 1.20% |
| Hindalco Industries Ltd. | 1.18% | 1.62% |
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.