HDFC Dividend Yield Fund vs HDFC Multi Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.6%
High Overlap
45 common stocks · Rank #2609 of 28,282 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Multi Cap Fund
HDFC · Multi Cap

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC Multi CapOverlap
HDFC Bank Ltd.
Banks
5.91%4.39%4.39%
ICICI Bank Ltd.
Banks
5.05%3.18%3.18%
Axis Bank Ltd.
Banks
3.85%2.75%2.75%
Reliance Industries Ltd.
Petroleum Products
2.38%2.71%2.38%
Bharti Airtel Ltd.
Telecom - Services
2.41%2.01%2.01%
Larsen and Toubro Ltd.
Construction
2.78%1.84%1.84%
NTPC Limited
Power
2.15%1.50%1.50%
Infosys Limited
IT - Software
1.84%1.45%1.45%
Kotak Mahindra Bank Limited
Banks
2.25%1.44%1.44%
Maruti Suzuki India Limited
Automobiles
2.46%1.39%1.39%

Unique to HDFC Dividend Yield

  • State Bank of India2.26%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • ICICI Lombard General Insurance Co1.45%

Sector Overlap Breakdown

Banks
13.1% (5)
IT - Software
3.5% (5)
Petroleum Products
3.5% (2)
Telecom - Services
2.6% (2)
Pharmaceuticals & Biotechnology
2.1% (5)
Construction
1.8% (1)
Automobiles
1.8% (2)
Finance
1.7% (3)
Diversified FMCG
1.7% (2)
Insurance
1.5% (2)
Power
1.5% (1)
Ferrous Metals
1.1% (1)
Healthcare Services
0.9% (2)
Auto Components
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Aerospace & Defense
0.6% (1)
Personal Products
0.5% (1)
Consumer Durables
0.4% (1)
Industrial Manufacturing
0.4% (1)
Transport Services
0.4% (1)
Gas
0.1% (1)
Industrial Products
0.1% (1)
Electrical Equipment
0.1% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

More comparisons for HDFC Multi Cap

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