HDFC Balanced Advantage Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.4%
Low Overlap
14 common stocks · Rank #27582 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in SBI MidcapOverlap
State Bank of India
Banks
2.34%3.91%2.34%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.07%1.22%1.07%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.89%0.72%0.72%
Bharat Forge Ltd.
Auto Components
2.97%0.33%0.33%
Adani Energy Solutions Ltd.
Power
1.31%0.33%0.33%
Godrej Properties Ltd.
Realty
0.97%0.20%0.20%
Hexaware Technologies Ltd.
IT - Software
0.17%0.24%0.17%
JSW Energy Ltd.
Power
1.33%0.09%0.09%
Torrent Power Ltd.
Power
3.92%0.07%0.07%
Colgate Palmolive (India) Ltd.
Personal Products
1.54%0.04%0.04%

Unique to HDFC Balanced Advantage

  • ICICI Bank Ltd.4.77%
  • HDFC Bank Ltd.4.50%
  • Reliance Industries Ltd.3.75%
  • Bharti Airtel Ltd.2.82%
  • Larsen and Toubro Ltd.2.62%
  • Axis Bank Ltd.2.55%
  • NTPC Limited2.25%
  • Infosys Limited1.97%
  • Coal India Ltd.1.87%

Unique to SBI Midcap

  • Bharat Heavy Electricals Ltd.3.43%
  • CRISIL Ltd.3.21%
  • Sundaram Finance Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • Max Financial Services Ltd.2.82%
  • AIA Engineering Ltd.2.81%
  • The Federal Bank Ltd.2.71%

Sector Overlap Breakdown

Banks
2.3% (1)
Pharmaceuticals & Biotechnology
1.1% (3)
Petroleum Products
0.7% (1)
Power
0.5% (3)
Auto Components
0.3% (1)
Realty
0.2% (1)
IT - Software
0.2% (1)
Personal Products
0.0% (1)
Insurance
0.0% (1)
Telecom - Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

More comparisons for SBI Midcap

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