HDFC Hybrid Debt Fund vs HDFC Large and Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

18.1%
Low Overlap
28 common stocks · Rank #12334 of 28,292 pairs
Fund A
HDFC Hybrid Debt Fund
HDFC · Equity - Other
Fund B
HDFC Large and Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC Hybrid DebtWt% in HDFC Large and Mid CapOverlap
ICICI Bank Ltd.
Banks
2.06%3.33%2.06%
HDFC Bank Ltd.
Banks
1.86%4.56%1.86%
State Bank of India
Banks
1.62%1.77%1.62%
Axis Bank Ltd.
Banks
1.35%2.06%1.35%
Reliance Industries Ltd.
Petroleum Products
1.04%0.94%0.94%
Larsen and Toubro Ltd.
Construction
0.90%1.09%0.90%
Kotak Mahindra Bank Limited
Banks
0.75%1.22%0.75%
NTPC Limited
Power
0.69%0.93%0.69%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.78%0.68%0.68%
Bharti Airtel Ltd.
Telecom - Services
0.68%1.88%0.68%

Unique to HDFC Hybrid Debt

  • Oil & Natural Gas Corporation Ltd.0.75%

Unique to HDFC Large and Mid Cap

  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Sector Overlap Breakdown

Banks
7.9% (6)
IT - Software
1.8% (3)
Pharmaceuticals & Biotechnology
1.6% (3)
Petroleum Products
1.5% (3)
Power
1.4% (3)
Construction
0.9% (1)
Telecom - Services
0.7% (1)
Insurance
0.5% (1)
Finance
0.4% (2)
Diversified FMCG
0.4% (1)
Automobiles
0.4% (1)
Oil
0.3% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Auto Components
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Hybrid Debt

More comparisons for HDFC Large and Mid Cap

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