How much do SBI Large and Midcap Fund and Tata Large & Mid Cap Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 25.16% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 25.16% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

SBI Large and Midcap Fund vs Tata Large & Mid Cap Fund

SBI MF · Large & Mid CapTata MF · Large & Mid Cap· as on May 2026

Weighted portfolio overlap

25.16%

Moderate overlap

Common

Only SBI

Only Tata

15 of 110 unique stocks in common · Jaccard: 13.6%

Common holdings

Stock	in SBI	in Tata
HDFC BankBanks	7.18%	8.22%
State Bank of IndiaBanks	2.81%	5.20%
ICICI BankBanks	2.65%	3.71%
Bharat ForgeAuto Components	3.23%	2.60%
Reliance IndustriesPetroleum Products	2.55%	3.90%
United BreweriesBeverages	1.62%	1.79%
Abbott IndiaPharmaceuticals & Biotechnology	2.10%	1.09%
The Ramco CementsCement & Cement Products	1.04%	1.23%
Sundram FastenersAuto Components	1.03%	1.61%
InfosysIT - Software	1.03%	0.68%
Tata Consultancy ServicesIT - Software	0.50%	0.91%
ACCCement & Cement Products	0.48%	2.01%
Alkem LaboratoriesPharmaceuticals & Biotechnology	2.06%	0.44%
Tube Investments of IndiaAuto Components	0.26%	1.67%
Divi's LaboratoriesPharmaceuticals & Biotechnology	1.40%	0.23%

FAQ

How much do SBI Large and Midcap Fund and Tata Large & Mid Cap Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 25.16% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 25.16% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.