HDFC BSE 500 INDEX FUND vs HDFC Large and Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

54.7%
High Overlap
205 common stocks · Rank #773 of 28,292 pairs
Fund A
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other
Fund B
HDFC Large and Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC BSE 500 INDEXWt% in HDFC Large and Mid CapOverlap
HDFC Bank Ltd.
Banks
7.02%4.56%4.56%
ICICI Bank Ltd.
Banks
5.12%3.33%3.33%
Axis Bank Ltd.
Banks
2.05%2.06%2.05%
Bharti Airtel Ltd.
Telecom - Services
2.73%1.88%1.88%
State Bank of India
Banks
2.59%1.77%1.77%
Infosys Limited
IT - Software
2.41%1.47%1.47%
Kotak Mahindra Bank Limited
Banks
1.59%1.22%1.22%
Larsen and Toubro Ltd.
Construction
2.60%1.09%1.09%
Maruti Suzuki India Limited
Automobiles
1.02%1.27%1.02%
Reliance Industries Ltd.
Petroleum Products
4.90%0.94%0.94%

Unique to HDFC BSE 500 INDEX

  • Mahindra & Mahindra Ltd.1.58%

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

Banks
15.2% (15)
IT - Software
4.3% (11)
Pharmaceuticals & Biotechnology
3.5% (18)
Finance
3.5% (16)
Automobiles
3.1% (7)
Retailing
2.2% (7)
Telecom - Services
2.1% (3)
Power
1.8% (6)
Petroleum Products
1.6% (3)
Insurance
1.5% (7)
Auto Components
1.3% (11)
Construction
1.2% (4)
Aerospace & Defense
1.2% (2)
Consumer Durables
1.0% (11)
Ferrous Metals
1.0% (3)
Diversified FMCG
0.9% (2)
Healthcare Services
0.8% (4)
Transport Services
0.8% (4)
Chemicals & Petrochemicals
0.7% (9)
Non - Ferrous Metals
0.7% (1)
Realty
0.7% (6)
Cement & Cement Products
0.6% (5)
Leisure Services
0.5% (6)
Electrical Equipment
0.5% (4)
Oil
0.5% (2)
Agricultural Food & Other Products
0.4% (1)
Industrial Products
0.4% (5)
Capital Markets
0.4% (5)
Agricultural, Commercial & Construction Vehicles
0.4% (2)
Fertilizers & Agrochemicals
0.4% (4)
Gas
0.3% (3)
Financial Technology (Fintech)
0.3% (2)
Beverages
0.3% (2)
Personal Products
0.2% (3)
Commercial Services & Supplies
0.1% (2)
Entertainment
0.1% (3)
Textiles & Apparels
0.1% (1)
Industrial Manufacturing
0.1% (2)
IT - Services
0.1% (1)
Cigarettes & Tobacco Products
0.0% (1)
Transport Infrastructure
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE 500 INDEX

More comparisons for HDFC Large and Mid Cap

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