HDFC BSE 500 INDEX FUND vs NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks)
Portfolio Overlap Analysis · HDFC vs Nippon
39.6%
Moderate Overlap
102 common stocks · Rank #2773 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in NIPPON INDIA MULTI CAP FUND (M | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.69% | 7.02% | 5.69% |
ICICI Bank Limited Banks | 4.37% | 5.12% | 4.37% |
Infosys Limited IT - Software | 2.54% | 2.41% | 2.41% |
Reliance Industries Limited Petroleum Products | 2.21% | 4.90% | 2.21% |
Axis Bank Limited Banks | 3.85% | 2.05% | 2.05% |
Larsen & Toubro Limited Construction | 1.93% | 2.60% | 1.93% |
State Bank of India Banks | 1.89% | 2.59% | 1.89% |
ITC Limited Diversified FMCG | 1.73% | 1.57% | 1.57% |
Bajaj Finance Limited Finance | 1.64% | 1.35% | 1.35% |
Mahindra & Mahindra Limited Automobiles | 1.16% | 1.58% | 1.16% |
Unique to HDFC BSE 500 INDEX
- Bharti Airtel Ltd.2.73%
- Kotak Mahindra Bank Limited1.59%
Unique to NIPPON INDIA MULTI CAP FUND (M
- GE Vernova T&D India Limited3.04%
- Max Financial Services Limited2.48%
- NTPC Limited2.24%
- Linde India Limited2.02%
Sector Overlap Breakdown
Banks14.0% (4)
IT - Software3.2% (2)
Automobiles2.3% (3)
Petroleum Products2.2% (1)
Retailing2.2% (11)
Construction2.1% (4)
Pharmaceuticals & Biotechnology1.9% (12)
Diversified FMCG1.6% (1)
Finance1.5% (2)
Power1.4% (5)
Electrical Equipment1.2% (8)
Insurance1.1% (4)
Ferrous Metals0.8% (1)
Auto Components0.7% (6)
Consumer Durables0.7% (8)
Leisure Services0.6% (7)
Transport Services0.5% (3)
Beverages0.4% (2)
Chemicals & Petrochemicals0.3% (3)
Financial Technology (Fintech)0.3% (1)
Personal Products0.2% (3)
Cement & Cement Products0.1% (1)
Textiles & Apparels0.1% (1)
Industrial Products0.1% (2)
Healthcare Services0.1% (2)
Diversified0.1% (1)
Industrial Manufacturing0.1% (1)
Capital Markets0.1% (2)
Entertainment0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for NIPPON INDIA MULTI CAP FUND (M
- vs NIPPON INDIA LARGE CAP54.2% · 47 stocks
- vs Nippon India Flexi Cap49.1% · 46 stocks
- vs NIPPON INDIA RETIREMENT FUND -44.9% · 43 stocks
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- vs NIPPON INDIA BALANCED ADVANTAG43.5% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.