SBI ESG Exclusionary Strategy Fund vs SBI Large Cap Fund

Portfolio Overlap Analysis · SBI vs SBI

50.4%
High Overlap
18 common stocks · Rank #1030 of 28,292 pairs
Fund A
SBI ESG Exclusionary Strategy Fund
SBI · ESG
Fund B
SBI Large Cap Fund
SBI · Large Cap

Common Holdings (10)

StockWt% in SBI ESG Exclusionary StrategyWt% in SBI Large CapOverlap
ICICI Bank Ltd.
Banks
8.46%8.20%8.20%
HDFC Bank Ltd.
Banks
8.66%6.54%6.54%
Larsen & Toubro Ltd.
Construction
5.06%5.73%5.06%
State Bank of India
Banks
5.61%4.16%4.16%
Kotak Mahindra Bank Ltd.
Banks
3.88%3.46%3.46%
Axis Bank Ltd.
Banks
5.17%3.44%3.44%
Infosys Ltd.
IT - Software
4.96%3.16%3.16%
Asian Paints Ltd.
Consumer Durables
2.58%3.57%2.58%
Reliance Industries Ltd.
Petroleum Products
2.54%6.18%2.54%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.81%1.84%1.84%

Unique to SBI ESG Exclusionary Strategy

  • Maruti Suzuki India Ltd.4.14%
  • Bajaj Finance Ltd.3.78%
  • Ultratech Cement Ltd.3.74%

Unique to SBI Large Cap

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

Sector Overlap Breakdown

Banks
25.8% (5)
Construction
5.1% (1)
IT - Software
3.2% (1)
Consumer Durables
2.6% (1)
Petroleum Products
2.5% (1)
Auto Components
2.0% (2)
Non - Ferrous Metals
1.8% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Electrical Equipment
1.4% (1)
Textiles & Apparels
1.3% (1)
Insurance
1.2% (1)
Food Products
1.0% (1)
Automobiles
1.0% (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.