Mirae Asset Large Cap Fund vs SBI ESG Exclusionary Strategy Fund
Mirae vs SBI· Portfolio Overlap Analysis
49.0%High Overlap
22 common stocksRank #11215 / 20,000
Investor takeaway: At 49.0% 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 (22)
| Stock | Wt% in Mirae Asset Large Cap | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.54% | 8.66% | 8.66% |
ICICI Bank Ltd. Banks | 8.49% | 8.46% | 8.46% |
Infosys Ltd. IT - Software | 4.28% | 4.96% | 4.28% |
Larsen & Toubro Ltd. Construction | 3.99% | 5.06% | 3.99% |
State Bank of India Banks | 3.66% | 5.61% | 3.66% |
Axis Bank Ltd. Banks | 3.62% | 5.17% | 3.62% |
Reliance Industries Ltd. Petroleum Products | 4.99% | 2.54% | 2.54% |
Maruti Suzuki India Ltd. Automobiles | 2.37% | 4.14% | 2.37% |
Kotak Mahindra Bank Ltd. Banks | 1.75% | 3.88% | 1.75% |
Asian Paints Ltd. Consumer Durables | 1.41% | 2.58% | 1.41% |
Eicher Motors Ltd. Automobiles | 1.18% | 2.19% | 1.18% |
Britannia Industries Ltd. Food Products | 1.16% | 1.47% | 1.16% |
Siemens Ltd. Electrical Equipment | 1.16% | 1.55% | 1.16% |
Bajaj Finance Ltd. Finance | 0.84% | 3.78% | 0.84% |
The Indian Hotels Company Ltd. Leisure Services | 0.77% | 1.45% | 0.77% |
Sona Blw Precision Forgings Ltd. Auto Components | 0.77% | 1.35% | 0.77% |
FSN E-Commerce Ventures Ltd. Retailing | 0.66% | 1.18% | 0.66% |
Timken India Ltd. Industrial Products | 0.63% | 1.73% | 0.63% |
Pidilite Industries Ltd. Chemicals & Petrochemicals | 0.60% | 1.89% | 0.60% |
ABB India Ltd. Electrical Equipment | 0.27% | 2.01% | 0.27% |
Ultratech Cement Ltd. Cement & Cement Products | 0.26% | 3.74% | 0.26% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.01% | 1.51% | 0.01% |
Unique to Mirae Asset Large Cap
- Bharti Airtel Ltd.4.55%
- ITC Ltd.3.12%
- Tata Consultancy Services Ltd.2.94%
Unique to SBI ESG Exclusionary Strategy
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.1% (5)
IT - Software4.3% (1)
Construction4.0% (1)
Automobiles3.5% (2)
Petroleum Products2.5% (1)
Electrical Equipment1.4% (2)
Consumer Durables1.4% (1)
Food Products1.2% (1)
Finance0.8% (1)
Leisure Services0.8% (1)
Auto Components0.8% (1)
Retailing0.7% (1)
Industrial Products0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Cement & Cement Products0.3% (1)
Pharmaceuticals & Biotechnology0.0% (1)
More comparisons for Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.