SBI Large Cap Fund vs TATA LARGE CAP FUND
SBI vs Tata· Portfolio Overlap Analysis
52.2%High Overlap
17 common stocksRank #8039 / 20,000
Investor takeaway: At 52.2% 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 (17)
| Stock | Wt% in SBI Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.20% | 9.12% | 8.20% |
HDFC Bank Ltd. Banks | 6.54% | 8.20% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 6.18% | 5.26% | 5.26% |
Larsen & Toubro Ltd. Construction | 5.73% | 3.58% | 3.58% |
State Bank of India Banks | 4.16% | 3.54% | 3.54% |
Kotak Mahindra Bank Ltd. Banks | 3.46% | 3.72% | 3.46% |
Axis Bank Ltd. Banks | 3.44% | 4.08% | 3.44% |
Infosys Ltd. IT - Software | 3.16% | 3.54% | 3.16% |
Samvardhana Motherson International Ltd. Auto Components | 2.78% | 2.32% | 2.32% |
Bharti Airtel Ltd. Telecom - Services | 2.48% | 2.19% | 2.19% |
Hindustan Unilever Ltd. Diversified FMCG | 1.94% | 2.64% | 1.94% |
HDFC Life Insurance Company Ltd. Insurance | 3.75% | 1.93% | 1.93% |
Tata Steel Ltd. Ferrous Metals | 1.81% | 2.56% | 1.81% |
Tech Mahindra Ltd. IT - Software | 1.60% | 1.85% | 1.60% |
ICICI Prudential Asset Management Company Ltd. Capital Markets | 1.20% | 1.83% | 1.20% |
Britannia Industries Ltd. Food Products | 1.03% | 1.07% | 1.03% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.84% | 1.00% | 1.00% |
Unique to SBI Large Cap
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
- MAHINDRA & MAHINDRA LTD.2.89%
Sector Overlap Breakdown
Banks25.2% (5)
Petroleum Products5.3% (1)
IT - Software4.8% (2)
Construction3.6% (1)
Auto Components2.3% (1)
Telecom - Services2.2% (1)
Diversified FMCG1.9% (1)
Insurance1.9% (1)
Ferrous Metals1.8% (1)
Capital Markets1.2% (1)
Food Products1.0% (1)
Non - Ferrous Metals1.0% (1)
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
More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.