FINETF vs HDFC Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs ICICI

5.1%
Low Overlap
4 common stocks · Rank #28066 of 28,282 pairs
Fund A
FINETF
ICICI · Equity - Other
Fund B
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (4)

StockWt% in FINETFWt% in HDFC Mid CapOverlap
Max Financial Services Ltd.
Insurance
2.60%4.96%2.60%
PB Fintech Limited
Financial Technology (Fintech)
3.95%1.12%1.12%
Mahindra & Mahindra Financial Services Ltd.
Finance
1.12%2.46%1.12%
ICICI Lombard General Insurance Co
Insurance
3.04%0.27%0.27%

Unique to FINETF

  • Bajaj Finance Ltd.15.38%
  • Jio Financial Services Ltd7.09%
  • Bajaj Finserv Ltd.6.95%
  • BSE Ltd.6.49%
  • Shriram Finance Ltd.5.80%
  • SBI Life Insurance Company Ltd.5.42%
  • HDFC Life Insurance Company Ltd.5.32%
  • Cholamandalam Investment And Finance Company Ltd.3.99%
  • Power Finance Corporation Ltd.3.92%

Unique to HDFC Mid Cap

  • The Federal Bank Ltd.4.07%
  • Au Small Finance Bank Ltd.4.00%
  • Indian Bank3.87%
  • Balkrishna Industries Ltd.3.38%
  • Fortis Healthcare Limited3.09%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Vishal Mega Mart Limited2.67%
  • Hindustan Petroleum Corp. Ltd.2.58%

Sector Overlap Breakdown

Insurance
2.9% (2)
Financial Technology (Fintech)
1.1% (1)
Finance
1.1% (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.