HDFC Balanced Advantage Fund vs HDFC Large and Mid Cap Fund
Portfolio Overlap Analysis · HDFC vs HDFC
42.1%
High Overlap
95 common stocks · Rank #2223 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in HDFC Large and Mid Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 4.50% | 4.56% | 4.50% |
ICICI Bank Ltd. Banks | 4.77% | 3.33% | 3.33% |
Axis Bank Ltd. Banks | 2.55% | 2.06% | 2.06% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 1.88% | 1.88% |
State Bank of India Banks | 3.91% | 1.77% | 1.77% |
Infosys Limited IT - Software | 1.97% | 1.47% | 1.47% |
Maruti Suzuki India Limited Automobiles | 1.57% | 1.27% | 1.27% |
Kotak Mahindra Bank Limited Banks | 1.47% | 1.22% | 1.22% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.22% | 1.13% | 1.13% |
Larsen and Toubro Ltd. Construction | 2.62% | 1.09% | 1.09% |
Unique to HDFC Balanced Advantage
- Reliance Industries Ltd.3.75%
- NTPC Limited2.25%
- Coal India Ltd.1.87%
Unique to HDFC Large and Mid Cap
- Max Financial Services Ltd.1.65%
- Fortis Healthcare Limited1.56%
- Mahindra & Mahindra Financial Services Ltd.1.29%
Sector Overlap Breakdown
Banks14.6% (10)
IT - Software3.7% (6)
Pharmaceuticals & Biotechnology3.6% (10)
Automobiles2.2% (4)
Petroleum Products2.1% (3)
Telecom - Services1.9% (2)
Finance1.7% (9)
Power1.6% (4)
Retailing1.5% (4)
Ferrous Metals1.1% (2)
Construction1.1% (1)
Insurance1.0% (5)
Auto Components0.9% (4)
Transport Services0.9% (2)
Diversified FMCG0.7% (2)
Industrial Manufacturing0.6% (2)
Cement & Cement Products0.4% (2)
Consumer Durables0.4% (3)
Agricultural, Commercial & Construction Vehicles0.4% (2)
Gas0.4% (2)
Aerospace & Defense0.4% (1)
Oil0.3% (1)
Beverages0.3% (1)
Realty0.1% (1)
Capital Markets0.1% (3)
Entertainment0.1% (1)
Electrical Equipment0.1% (1)
Healthcare Services0.1% (2)
Leisure Services0.0% (1)
Chemicals & Petrochemicals0.0% (1)
Fertilizers & Agrochemicals0.0% (1)
Food Products0.0% (1)
Agricultural Food & Other Products0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for HDFC Large and Mid Cap
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- vs HDFC Multi Cap54.7% · 91 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.