Fund overlap
Axis Large Cap Fund vs SBI BANKING & FINANCIAL SERVICES FUND
Fund A
Axis Large Cap Fund
Axis Large Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large Cap Fund) · Axis Mutual Fund
Fund B
SBI BANKING & FINANCIAL SERVICES FUND
SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - IDCW
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) · SBI Mutual Fund
Overlap
17.8%
- Shared holdings
- 7
- Holdings in A
- 50
- Holdings in B
- 42
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
All 7 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis Large Cap Fund | SBI BANKING & FINANCIAL SERVICES FUND |
|---|---|---|
| ICICI Bank Limited | 9.29% | 12.77% |
| HDFC Bank Limited | 8.25% | 13.04% |
| Bajaj Finance Limited | 4.94% | 6.85% |
| Axis Bank Limited | 3.23% | 2.82% |
| Kotak Mahindra Bank Limited | 2.74% | 10.19% |
| Cholamandalam Investment and Finance Company Ltd | 1.99% | 2.18% |
| National Stock Exchange Of India Ltd | 0.22% | 0.95% |
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.