HDFC Flexi Cap Fund vs HDFC Hybrid Equity Fund

Portfolio Overlap Analysis · HDFC vs HDFC

39.5%
Moderate Overlap
20 common stocks · Rank #2802 of 28,292 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
HDFC Hybrid Equity Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in HDFC Hybrid EquityOverlap
HDFC Bank Ltd.
Banks
7.25%7.04%7.04%
ICICI Bank Ltd.
Banks
8.78%6.78%6.78%
State Bank of India
Banks
5.26%4.64%4.64%
Axis Bank Ltd.
Banks
7.44%2.92%2.92%
Larsen and Toubro Ltd.
Construction
2.85%2.87%2.85%
Kotak Mahindra Bank Limited
Banks
3.76%2.62%2.62%
Bharti Airtel Ltd.
Telecom - Services
3.06%2.12%2.12%
Maruti Suzuki India Limited
Automobiles
2.96%1.81%1.81%
Infosys Limited
IT - Software
1.73%2.77%1.73%
Hyundai Motor India Limited
Automobiles
1.94%1.09%1.09%

Unique to HDFC Flexi Cap

  • SBI Life Insurance Company Ltd.4.06%
  • HCL Technologies Ltd.2.94%

Unique to HDFC Hybrid Equity

  • Reliance Industries Ltd.4.21%
  • ITC LIMITED2.17%

Sector Overlap Breakdown

Banks
24.0% (5)
Automobiles
3.7% (3)
Construction
3.3% (2)
IT - Software
2.2% (2)
Telecom - Services
2.1% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Beverages
0.8% (1)
Consumer Durables
0.7% (1)
Retailing
0.7% (1)
Cement & Cement Products
0.5% (1)
Auto Components
0.4% (1)
Healthcare Services
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

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More comparisons for HDFC Hybrid Equity

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