HDFC Business Cycle Fund vs HDFC Large and Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

24.9%
Moderate Overlap
31 common stocks · Rank #8079 of 28,292 pairs
Fund A
HDFC Business Cycle Fund
HDFC · Equity - Other
Fund B
HDFC Large and Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC Business CycleWt% in HDFC Large and Mid CapOverlap
HDFC Bank Ltd.
Banks
4.05%4.56%4.05%
ICICI Bank Ltd.
Banks
7.03%3.33%3.33%
Bharti Airtel Ltd.
Telecom - Services
6.08%1.88%1.88%
Fortis Healthcare Limited
Healthcare Services
3.37%1.56%1.56%
Indusind Bank Ltd.
Banks
2.37%1.26%1.26%
Kotak Mahindra Bank Limited
Banks
5.16%1.22%1.22%
Shriram Finance Ltd.
Finance
1.57%1.22%1.22%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.42%1.13%1.13%
Balkrishna Industries Ltd.
Auto Components
1.30%0.94%0.94%
Eternal Limited
Retailing
5.08%0.89%0.89%

Unique to HDFC Business Cycle

  • Titan Company Ltd.4.20%
  • Anthem Biosciences Limited3.53%
  • Bajaj Auto Limited3.14%
  • InterGlobe Aviation Ltd.3.02%

Unique to HDFC Large and Mid Cap

  • Axis Bank Ltd.2.06%
  • State Bank of India1.77%
  • Max Financial Services Ltd.1.65%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Sector Overlap Breakdown

Banks
10.2% (5)
Telecom - Services
1.9% (1)
Retailing
1.9% (4)
Finance
1.6% (2)
Healthcare Services
1.6% (1)
Pharmaceuticals & Biotechnology
1.4% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (2)
Auto Components
1.3% (2)
Cement & Cement Products
0.9% (1)
Transport Services
0.8% (1)
Chemicals & Petrochemicals
0.6% (1)
Industrial Products
0.5% (1)
Realty
0.4% (2)
Consumer Durables
0.3% (2)
Power
0.2% (1)
Electrical Equipment
0.1% (1)
Beverages
0.1% (1)
Capital Markets
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Business Cycle

More comparisons for HDFC Large and Mid Cap

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