HDFC Focused Fund vs HDFC Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

5.3%
Low Overlap
5 common stocks · Rank #27828 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (5)

StockWt% in HDFC FocusedWt% in HDFC Mid CapOverlap
Karur Vysya Bank Ltd.
Banks
2.26%1.37%1.37%
Bosch Limited
Auto Components
1.34%1.43%1.34%
Eternal Limited
Retailing
1.15%0.94%0.94%
ESCORTS KUBOTA LIMITED
Agricultural, Commercial & Construction Vehicles
1.75%0.93%0.93%
Sundram Fasteners Ltd.
Auto Components
1.38%0.67%0.67%

Unique to HDFC Focused

  • ICICI Bank Ltd.9.50%
  • HDFC Bank Ltd.9.17%
  • Axis Bank Ltd.7.65%
  • State Bank of India6.07%
  • Kotak Mahindra Bank Limited5.78%
  • HCL Technologies Ltd.3.97%
  • Cipla Ltd.3.79%
  • Maruti Suzuki India Limited3.74%
  • Bharti Airtel Ltd.3.54%
  • SBI Life Insurance Company Ltd.3.53%

Unique to HDFC Mid Cap

  • Max Financial Services Ltd.4.96%
  • The Federal Bank Ltd.4.07%
  • Au Small Finance Bank Ltd.4.00%
  • Indian Bank3.87%
  • Balkrishna Industries Ltd.3.38%
  • Fortis Healthcare Limited3.09%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Vishal Mega Mart Limited2.67%
  • Hindustan Petroleum Corp. Ltd.2.58%

Sector Overlap Breakdown

Auto Components
2.0% (2)
Banks
1.4% (1)
Retailing
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (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.