PGIM INDIA LARGE CAP FUND vs SBI Large Cap Fund
PGIM vs SBI· Portfolio Overlap Analysis
51.5%High Overlap
23 common stocksRank #8648 / 20,000
Investor takeaway: At 51.5% 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 (23)
| Stock | Wt% in PGIM INDIA LARGE CAP | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 7.94% | 8.20% | 7.94% |
HDFC Bank Ltd. Banks | 8.93% | 6.54% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 6.64% | 6.18% | 6.18% |
Larsen & Toubro Ltd. Construction | 4.44% | 5.73% | 4.44% |
Kotak Mahindra Bank Ltd. Banks | 2.94% | 3.46% | 2.94% |
State Bank of India Banks | 2.91% | 4.16% | 2.91% |
Bharti Airtel Ltd. Telecom - Services | 4.72% | 2.48% | 2.48% |
VARUN BEVERAGES LIMITED Beverages | 2.11% | 2.00% | 2.00% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 1.85% | 2.36% | 1.85% |
Infosys Ltd. IT - Software | 1.68% | 3.16% | 1.68% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 1.35% | 1.66% | 1.35% |
Eternal Ltd. Retailing | 2.26% | 1.29% | 1.29% |
Tech Mahindra Ltd. IT - Software | 1.21% | 1.60% | 1.21% |
Samvardhana Motherson International Ltd. Auto Components | 1.08% | 2.78% | 1.08% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 1.07% | 1.20% | 1.07% |
Britannia Industries Ltd. Food Products | 1.28% | 1.03% | 1.03% |
Asian Paints Ltd. Consumer Durables | 0.99% | 3.57% | 0.99% |
Eicher Motors Ltd. Automobiles | 1.43% | 0.98% | 0.98% |
ICICI Lombard General Insurance Co. Ltd. Insurance | 1.03% | 0.88% | 0.88% |
ITC Ltd. Diversified FMCG | 0.75% | 0.98% | 0.75% |
HDFC Life Insurance Company Ltd. Insurance | 0.74% | 3.75% | 0.74% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.65% | 1.84% | 0.65% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.54% | 2.07% | 0.54% |
Unique to PGIM INDIA LARGE CAP
- Bajaj Finance Ltd.2.94%
- Tata Consultancy Services Ltd.2.56%
- Titan Company Ltd.2.30%
Unique to SBI Large Cap
- Tata Motors Ltd.3.48%
- Axis Bank Ltd.3.44%
Sector Overlap Breakdown
Banks20.3% (4)
Petroleum Products6.2% (1)
Construction4.4% (1)
Pharmaceuticals & Biotechnology3.2% (2)
IT - Software2.9% (2)
Telecom - Services2.5% (1)
Beverages2.0% (1)
Insurance1.6% (2)
Retailing1.3% (1)
Auto Components1.1% (1)
Capital Markets1.1% (1)
Food Products1.0% (1)
Consumer Durables1.0% (1)
Automobiles1.0% (1)
Diversified FMCG0.8% (1)
Non - Ferrous Metals0.7% (1)
Finance0.5% (1)
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 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.