Bajaj Finserv Large Cap Fund vs SBI Large Cap Fund
Bajaj vs SBI· Portfolio Overlap Analysis
44.8%High Overlap
14 common stocksRank #16455 / 20,000
Investor takeaway: At 44.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (14)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.21% | 8.20% | 7.21% |
HDFC Bank Limited Banks | 7.48% | 6.54% | 6.54% |
Reliance Industries Limited Petroleum Products | 4.95% | 6.18% | 4.95% |
State Bank of India Banks | 4.42% | 4.16% | 4.16% |
Larsen & Toubro Limited Construction | 3.94% | 5.73% | 3.94% |
Kotak Mahindra Bank Limited Banks | 2.99% | 3.46% | 2.99% |
Infosys Limited IT - Software | 2.58% | 3.16% | 2.58% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 4.27% | 2.36% | 2.36% |
Axis Bank Limited Banks | 2.25% | 3.44% | 2.25% |
Bharti Airtel Limited Telecom - Services | 1.87% | 2.48% | 1.87% |
Tata Steel Limited Ferrous Metals | 2.50% | 1.81% | 1.81% |
Asian Paints Limited Consumer Durables | 1.47% | 3.57% | 1.47% |
Vedanta Limited Diversified Metals | 1.99% | 1.37% | 1.37% |
Eternal Limited Retailing | 2.04% | 1.29% | 1.29% |
Unique to Bajaj Finserv Large Cap
- NTPC Limited4.49%
- UltraTech Cement Limited4.11%
- Sun Pharmaceutical Industries Limited3.88%
- LG Electronics India Ltd3.82%
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Tata Motors Ltd.3.48%
Sector Overlap Breakdown
Banks23.1% (5)
Petroleum Products5.0% (1)
Construction3.9% (1)
IT - Software2.6% (1)
Pharmaceuticals & Biotechnology2.4% (1)
Telecom - Services1.9% (1)
Ferrous Metals1.8% (1)
Consumer Durables1.5% (1)
Diversified Metals1.4% (1)
Retailing1.3% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.