HDFC Arbitrage Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

45.2%
High Overlap
146 common stocks · Rank #1725 of 28,292 pairs
Fund A
HDFC Arbitrage Fund
HDFC · Arbitrage
Fund B
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap

Common Holdings (10)

StockWt% in HDFC ArbitrageWt% in HDFC Nifty LargeMidcap 250 IndOverlap
HDFC Bank Ltd.
Banks
6.52%4.88%4.88%
ICICI Bank Ltd.
Banks
3.72%3.54%3.54%
Reliance Industries Ltd.
Petroleum Products
4.17%3.38%3.38%
Bharti Airtel Ltd.
Telecom - Services
1.68%1.88%1.68%
Axis Bank Ltd.
Banks
2.20%1.43%1.43%
Kotak Mahindra Bank Limited
Banks
1.28%1.10%1.10%
Mahindra & Mahindra Ltd.
Automobiles
1.77%1.09%1.09%
ITC LIMITED
Diversified FMCG
1.36%1.09%1.09%
Larsen and Toubro Ltd.
Construction
1.09%1.81%1.09%
Bajaj Finance Ltd.
Finance
1.24%0.95%0.95%

Unique to HDFC Arbitrage

  • Grasim Industries Ltd.2.41%
  • JSW Steel Ltd.2.14%
  • Tata Steel Ltd.1.66%
  • Maruti Suzuki India Limited1.59%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • State Bank of India1.79%
  • Infosys Limited1.64%
  • Bombay Stock Exchange Limited (BSE)1.47%

Sector Overlap Breakdown

Banks
12.3% (12)
Petroleum Products
4.0% (4)
Finance
3.2% (11)
Automobiles
2.8% (6)
Telecom - Services
2.7% (3)
Pharmaceuticals & Biotechnology
1.8% (11)
Power
1.6% (7)
Consumer Durables
1.3% (6)
Diversified FMCG
1.2% (2)
Ferrous Metals
1.2% (4)
Construction
1.1% (1)
IT - Software
1.1% (7)
Cement & Cement Products
1.1% (4)
Retailing
0.9% (4)
Industrial Products
0.9% (3)
Aerospace & Defense
0.8% (2)
Agricultural Food & Other Products
0.8% (3)
Non - Ferrous Metals
0.6% (3)
Transport Services
0.6% (2)
Food Products
0.6% (2)
Electrical Equipment
0.5% (5)
Fertilizers & Agrochemicals
0.5% (1)
Transport Infrastructure
0.5% (2)
Healthcare Services
0.5% (4)
Insurance
0.4% (5)
Oil
0.4% (2)
Financial Technology (Fintech)
0.4% (2)
Beverages
0.4% (2)
Minerals & Mining
0.3% (1)
Auto Components
0.3% (6)
Realty
0.3% (5)
Chemicals & Petrochemicals
0.1% (3)
Gas
0.1% (2)
Leisure Services
0.1% (1)
Personal Products
0.1% (2)
Industrial Manufacturing
0.1% (1)
Capital Markets
0.1% (2)
Diversified Metals
0.0% (1)
Consumable Fuels
0.0% (1)
IT - Services
0.0% (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.