Parag Parikh Large Cap Fund vs SBI Dividend Yield Fund
Portfolio Overlap Analysis · PPFAS vs SBI
43.8%
High Overlap
26 common stocks · Rank #1937 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in Parag Parikh Large Cap | Wt% in SBI Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.77% | 8.21% | 8.21% |
ICICI Bank Limited Banks | 7.17% | 6.21% | 6.21% |
Larsen & Toubro Limited Construction | 3.64% | 5.39% | 3.64% |
State Bank of India Banks | 3.61% | 5.50% | 3.61% |
Infosys Limited IT - Software | 3.30% | 4.69% | 3.30% |
Axis Bank Limited Banks | 2.91% | 2.16% | 2.16% |
Tata Consultancy Services Limited IT - Software | 1.95% | 3.89% | 1.95% |
Hindustan Unilever Limited Diversified FMCG | 1.50% | 2.43% | 1.50% |
Maruti Suzuki India Limited Automobiles | 1.41% | 3.80% | 1.41% |
Tata Steel Limited Ferrous Metals | 1.27% | 1.58% | 1.27% |
Unique to Parag Parikh Large Cap
- Reliance Industries Limited6.82%
- Bharti Airtel Limited3.79%
- Kotak Mahindra Bank Limited2.25%
- Mahindra & Mahindra Limited2.20%
Unique to SBI Dividend Yield
- Power Grid Corporation of India Ltd.4.04%
- Oil & Natural Gas Corporation Ltd.3.10%
- GAIL (India) Ltd.2.83%
Sector Overlap Breakdown
Banks20.6% (5)
IT - Software5.9% (3)
Construction3.6% (1)
Automobiles2.9% (3)
Diversified FMCG1.5% (1)
Ferrous Metals1.3% (1)
Food Products1.2% (2)
Cement & Cement Products1.1% (1)
Power1.0% (1)
Diversified Metals0.9% (1)
Oil0.8% (1)
Consumer Durables0.8% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Petroleum Products0.5% (1)
Finance0.5% (1)
Chemicals & Petrochemicals0.3% (1)
Gas0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.