HDFC Balanced Advantage Fund vs Parag Parikh Large Cap Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

48.4%
High Overlap
58 common stocks · Rank #1278 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
Parag Parikh Large Cap Fund
PPFAS · Large Cap

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in Parag Parikh Large CapOverlap
ICICI Bank Limited
Banks
7.17%4.77%4.77%
HDFC Bank Limited
Banks
9.77%4.50%4.50%
Reliance Industries Limited
Petroleum Products
6.82%3.75%3.75%
State Bank of India
Banks
3.61%3.91%3.61%
Bharti Airtel Limited
Telecom - Services
3.79%2.82%2.82%
Larsen & Toubro Limited
Construction
3.64%2.62%2.62%
Axis Bank Limited
Banks
2.91%2.55%2.55%
Infosys Limited
IT - Software
3.30%1.97%1.97%
Kotak Mahindra Bank Limited
Banks
2.25%1.47%1.47%
Maruti Suzuki India Limited
Automobiles
1.41%1.57%1.41%

Unique to HDFC Balanced Advantage

  • NTPC Limited2.25%
  • Coal India Ltd.1.87%

Unique to Parag Parikh Large Cap

  • Mahindra & Mahindra Limited2.20%

Sector Overlap Breakdown

Banks
17.3% (6)
IT - Software
4.4% (4)
Petroleum Products
4.3% (2)
Automobiles
3.0% (5)
Telecom - Services
2.8% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.1% (4)
Finance
1.7% (7)
Power
1.6% (3)
Diversified FMCG
1.4% (2)
Retailing
1.3% (4)
Ferrous Metals
1.1% (2)
Insurance
1.0% (3)
Transport Services
0.8% (1)
Consumable Fuels
0.7% (1)
Aerospace & Defense
0.4% (1)
Oil
0.3% (1)
Gas
0.3% (1)
Food Products
0.3% (1)
Beverages
0.3% (2)
Auto Components
0.2% (1)
Consumer Durables
0.1% (1)
Electrical Equipment
0.1% (1)
Cement & Cement Products
0.1% (1)
Transport Infrastructure
0.0% (1)
Agricultural Food & other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.