Samco Large Cap Fund vs SBI Nifty Next 50 ETF
Samco vs SBI· Portfolio Overlap Analysis
28.6%Moderate Overlap
13 common stocks0
Investor takeaway: These funds share moderate overlap at 28.6%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (13)
| Stock | Wt% in Samco Large Cap | Wt% in SBI Nifty Next 50 ETF | Overlap |
|---|---|---|---|
Vedanta Limited Diversified Metals | 4.03% | 5.24% | 4.03% |
TVS Motor Company Limited Automobiles | 4.44% | 3.91% | 3.91% |
Bank of Baroda Banks | 2.88% | 2.57% | 2.57% |
Samvardhana Motherson International Limited Auto Components | 3.91% | 2.55% | 2.55% |
Adani Power Limited Power | 2.69% | 2.38% | 2.38% |
Canara Bank Banks | 2.53% | 2.28% | 2.28% |
Jindal Steel Limited Ferrous Metals | 2.82% | 2.00% | 2.00% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 3.32% | 1.95% | 1.95% |
Punjab National Bank Banks | 3.00% | 1.92% | 1.92% |
Indian Oil Corporation Limited Petroleum Products | 1.60% | 3.01% | 1.60% |
Adani Energy Solutions Limited Power | 2.60% | 1.51% | 1.51% |
Hindustan Zinc Limited Non - Ferrous Metals | 3.39% | 1.13% | 1.13% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.78% | 3.21% | 0.78% |
Unique to Samco Large Cap
- Eicher Motors Limited5.28%
- Hindalco Industries Limited4.10%
- Shriram Finance Limited3.72%
- SBI Life Insurance Company Limited3.64%
- Titan Company Limited3.54%
- State Bank of India3.41%
Unique to SBI Nifty Next 50 ETF
- Divi's Laboratories Ltd.3.50%
- Hindustan Aeronautics Ltd.3.19%
- Cholamandalam Investment & Finance Co. Ltd.3.15%
- Britannia Industries Ltd.3.04%
- Tata Power Company Ltd.2.73%
- Varun Beverages Ltd.2.66%
Sector Overlap Breakdown
Banks6.8% (3)
Diversified Metals4.0% (1)
Automobiles3.9% (1)
Power3.9% (2)
Auto Components2.5% (1)
Petroleum Products2.4% (2)
Ferrous Metals2.0% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Non - Ferrous Metals1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.