HDFC BSE 500 INDEX FUND vs SBI Large and Midcap Fund
Portfolio Overlap Analysis · HDFC vs SBI
27.7%
Moderate Overlap
66 common stocks · Rank #6739 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in SBI Large and Midcap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.04% | 7.02% | 5.04% |
ICICI Bank Ltd. Banks | 2.95% | 5.12% | 2.95% |
Reliance Industries Ltd. Petroleum Products | 2.73% | 4.90% | 2.73% |
State Bank of India Banks | 3.56% | 2.59% | 2.59% |
Axis Bank Ltd. Banks | 3.28% | 2.05% | 2.05% |
Infosys Ltd. IT - Software | 1.17% | 2.41% | 1.17% |
Hindustan Unilever Ltd. Diversified FMCG | 1.21% | 1.08% | 1.08% |
Tata Steel Ltd. Ferrous Metals | 1.10% | 0.91% | 0.91% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.95% | 0.69% | 0.69% |
Vedanta Ltd. Diversified Metals | 0.92% | 0.63% | 0.63% |
Unique to HDFC BSE 500 INDEX
- Bharti Airtel Ltd.2.73%
- Larsen and Toubro Ltd.2.60%
- Kotak Mahindra Bank Limited1.59%
- Mahindra & Mahindra Ltd.1.58%
Unique to SBI Large and Midcap
- Bharat Forge Ltd.3.20%
- Ashok Leyland Ltd.3.05%
- Tata Motors Ltd.2.61%
- Colgate Palmolive (India) Ltd.2.42%
- Asian Paints Ltd.2.36%
Sector Overlap Breakdown
Banks13.0% (6)
Petroleum Products3.0% (2)
IT - Software1.7% (5)
Ferrous Metals1.3% (3)
Diversified FMCG1.1% (1)
Pharmaceuticals & Biotechnology1.1% (6)
Consumer Durables1.0% (7)
Auto Components0.8% (6)
Non - Ferrous Metals0.7% (1)
Diversified Metals0.6% (1)
Personal Products0.6% (4)
Insurance0.4% (1)
Capital Markets0.3% (2)
Agricultural, Commercial & Construction Vehicles0.3% (1)
Cement & Cement Products0.3% (4)
Telecom - Services0.3% (1)
Electrical Equipment0.2% (2)
Retailing0.2% (1)
Power0.2% (1)
Leisure Services0.1% (2)
Industrial Products0.1% (2)
Transport Services0.1% (1)
Textiles & Apparels0.1% (1)
Finance0.1% (1)
Beverages0.1% (1)
Healthcare Services0.1% (1)
Industrial Manufacturing0.0% (1)
Gas0.0% (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.