HDFC Banking & Financial Services Fund vs Nippon India ETF Nifty Midcap 150

Portfolio Overlap Analysis · HDFC vs Nippon

5.1%
Low Overlap
4 common stocks · Rank #28082 of 28,292 pairs
Fund A
HDFC Banking & Financial Services Fund
HDFC · Sectoral - Banking
Fund B
Nippon India ETF Nifty Midcap 150
Nippon · Mid Cap

Common Holdings (4)

StockWt% in HDFC Banking & Financial ServiWt% in Nippon India ETF Nifty Midcap Overlap
IndusInd Bank Limited
Banks
1.67%1.63%1.63%
AU Small Finance Bank Limited
Banks
1.43%2.97%1.43%
Max Financial Services Limited
Insurance
1.27%1.61%1.27%
PB Fintech Limited
Financial Technology (Fintech)
1.34%0.77%0.77%

Unique to HDFC Banking & Financial Servi

  • HDFC Bank Ltd.16.63%
  • ICICI Bank Ltd.13.99%
  • Axis Bank Ltd.8.71%
  • Kotak Mahindra Bank Limited8.13%
  • State Bank of India7.46%
  • Shriram Finance Ltd.4.89%
  • Bajaj Finance Ltd.4.36%
  • SBI Life Insurance Company Ltd.3.12%
  • Karur Vysya Bank Ltd.2.33%

Unique to Nippon India ETF Nifty Midcap

  • BSE Limited2.93%
  • Hero MotoCorp Limited1.96%
  • The Federal Bank Limited1.96%
  • Cummins India Limited1.75%
  • Ashok Leyland Limited1.60%
  • Indus Towers Limited1.56%
  • Lupin Limited1.48%
  • HDFC Asset Management Company Limited1.46%

Sector Overlap Breakdown

Banks
3.1% (2)
Insurance
1.3% (1)
Financial Technology (Fintech)
0.8% (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.