HDFC Banking & Financial Services Fund vs SBI Nifty Midcap 150 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
5.1%
Low Overlap
4 common stocks · Rank #28100 of 28,292 pairs
Common Holdings (4)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in SBI Nifty Midcap 150 Index | Overlap |
|---|---|---|---|
IndusInd Bank Ltd. Banks | 1.66% | 1.63% | 1.63% |
AU Small Finance Bank Ltd. Banks | 1.43% | 2.97% | 1.43% |
Max Financial Services Ltd. Insurance | 1.26% | 1.61% | 1.26% |
PB Fintech Ltd. Financial Technology (Fintech) | 1.33% | 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 SBI Nifty Midcap 150 Index
- BSE Ltd.2.92%
- Hero MotoCorp Ltd.1.95%
- The Federal Bank Ltd.1.95%
- Cummins India Ltd.1.75%
- Ashok Leyland Ltd.1.59%
- Indus Towers Ltd.1.55%
- Lupin Ltd.1.47%
- HDFC Asset Management Co. Ltd.1.45%
Sector Overlap Breakdown
Banks3.1% (2)
Insurance1.3% (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.