HDFC Flexi Cap Fund vs SBI Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.7%
Low Overlap
10 common stocks · Rank #27152 of 28,292 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
SBI Nifty Midcap 150 Index Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in SBI Nifty Midcap 150 IndexOverlap
Persistent Systems Ltd.
IT - Software
1.36%1.01%1.01%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.47%0.96%0.96%
FSN E-Commerce Ventures Ltd.
Retailing
0.96%0.82%0.82%
Vishal Mega Mart Ltd.
Retailing
0.66%0.67%0.66%
PB Fintech Ltd.
Financial Technology (Fintech)
1.33%0.66%0.66%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
1.59%0.43%0.43%
Swiggy Ltd.
Retailing
1.06%0.33%0.33%
Escorts Kubota Ltd.
Agricultural, Commercial & Construction Vehicles
0.31%0.42%0.31%
BSE Ltd.
Capital Markets
2.92%0.29%0.29%
Dixon Technologies (India) Ltd.
Consumer Durables
1.14%0.18%0.18%

Unique to HDFC Flexi Cap

  • ICICI Bank Ltd.8.78%
  • Axis Bank Ltd.7.44%
  • HDFC Bank Ltd.7.25%
  • State Bank of India5.26%
  • SBI Life Insurance Company Ltd.4.06%
  • Kotak Mahindra Bank Limited3.76%
  • Bharti Airtel Ltd.3.06%
  • Maruti Suzuki India Limited2.96%
  • HCL Technologies Ltd.2.94%
  • Larsen and Toubro Ltd.2.85%

Unique to SBI Nifty Midcap 150 Index

  • Hero MotoCorp Ltd.1.95%
  • The Federal Bank Ltd.1.95%
  • Cummins India Ltd.1.75%
  • IndusInd Bank Ltd.1.66%
  • Indus Towers Ltd.1.55%
  • HDFC Asset Management Co. Ltd.1.45%
  • AU Small Finance Bank Ltd.1.43%

Sector Overlap Breakdown

Retailing
1.8% (3)
IT - Software
1.0% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (2)
Financial Technology (Fintech)
0.7% (1)
Capital Markets
0.3% (1)
Consumer Durables
0.2% (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.