HDFC Equity Savings Fund vs HDFC Large Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

41.8%
High Overlap
26 common stocks · Rank #2294 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFC Large Cap Fund
HDFC · Large Cap

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFC Large CapOverlap
HDFC Bank Ltd.
Banks
7.80%8.58%7.80%
Reliance Industries Ltd.
Petroleum Products
5.64%4.96%4.96%
ICICI Bank Ltd.
Banks
4.26%9.50%4.26%
Titan Company Ltd.
Consumer Durables
3.52%4.45%3.52%
NTPC Limited
Power
2.25%2.13%2.13%
Bharti Airtel Ltd.
Telecom - Services
1.96%5.59%1.96%
State Bank of India
Banks
2.91%1.91%1.91%
Axis Bank Ltd.
Banks
1.64%3.70%1.64%
Kotak Mahindra Bank Limited
Banks
1.52%5.34%1.52%
Adani Ports & Special Economic Zone
Transport Infrastructure
1.99%1.45%1.45%

Unique to HDFC Equity Savings

  • Sun Pharmaceutical Industries Ltd.4.32%
  • Larsen and Toubro Ltd.3.10%

Unique to HDFC Large Cap

  • Infosys Limited3.67%
  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Sector Overlap Breakdown

Banks
17.1% (5)
Petroleum Products
5.0% (1)
Automobiles
4.7% (5)
Consumer Durables
3.5% (1)
Power
2.1% (1)
Telecom - Services
2.0% (1)
Transport Infrastructure
1.4% (1)
Construction
1.4% (1)
Cement & Cement Products
1.1% (2)
IT - Software
1.1% (1)
Pharmaceuticals & Biotechnology
1.1% (2)
Beverages
0.8% (1)
Non - Ferrous Metals
0.2% (1)
Insurance
0.2% (1)
Retailing
0.0% (1)
Agricultural Food & Other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for HDFC Large Cap

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