IB01-Groww Large Cap Fund vs SBI Large Cap Fund

Groww vs SBI· Portfolio Overlap Analysis

48.2%High Overlap
17 common stocksRank #11969 / 20,000

Investor takeaway: At 48.2% 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 (17)

StockWt% in IB01-Groww Large CapWt% in SBI Large CapOverlap
ICICI Bank Limited
Banks
8.30%8.20%8.20%
HDFC Bank Limited
Banks
7.80%6.54%6.54%
Larsen & Toubro Limited
Construction
6.74%5.73%5.73%
Reliance Industries Limited
Petroleum Products
4.31%6.18%4.31%
State Bank of India
Banks
4.64%4.16%4.16%
Axis Bank Limited
Banks
2.61%3.44%2.61%
Bharti Airtel Limited
Telecom - Services
4.13%2.48%2.48%
Kotak Mahindra Bank Limited
Banks
2.47%3.46%2.47%
Cholamandalam Invest & Finance Co Ltd
Finance
2.45%2.07%2.07%
Infosys Limited
IT - Software
2.03%3.16%2.03%
Avenue Supermarts Limited
Retailing
1.74%2.15%1.74%
Eternal Limited
Retailing
2.04%1.29%1.29%
Tata Steel Limited
Ferrous Metals
1.27%1.81%1.27%
Samvardhana Motherson International Ltd
Auto Components
1.18%2.78%1.18%
Hindustan Unilever Limited
Diversified FMCG
1.15%1.94%1.15%
Eicher Motors Limited
Automobiles
1.88%0.98%0.98%
Kwality Wall’s (India) Limited
Food Products
0.01%0.02%0.01%

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%
  • Bajaj Finance Limited3.32%
  • Torrent Pharmaceuticals Limited2.61%

Unique to SBI Large Cap

  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%
  • Tata Motors Ltd.3.48%

Sector Overlap Breakdown

Banks
24.0% (5)
Construction
5.7% (1)
Petroleum Products
4.3% (1)
Retailing
3.0% (2)
Telecom - Services
2.5% (1)
Finance
2.1% (1)
IT - Software
2.0% (1)
Ferrous Metals
1.3% (1)
Auto Components
1.2% (1)
Diversified FMCG
1.1% (1)
Automobiles
1.0% (1)
Food Products
0.0% (1)

More comparisons for IB01-Groww Large Cap

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.