HDFC Hybrid Equity Fund vs HDFC Large Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

39.9%
Moderate Overlap
17 common stocks · Rank #2725 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
HDFC Large Cap Fund
HDFC · Large Cap

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in HDFC Large CapOverlap
HDFC Bank Ltd.
Banks
7.04%8.58%7.04%
ICICI Bank Ltd.
Banks
6.78%9.50%6.78%
Reliance Industries Ltd.
Petroleum Products
4.21%4.96%4.21%
Axis Bank Ltd.
Banks
2.92%3.70%2.92%
Infosys Limited
IT - Software
2.77%3.67%2.77%
Kotak Mahindra Bank Limited
Banks
2.62%5.34%2.62%
Bharti Airtel Ltd.
Telecom - Services
2.12%5.59%2.12%
State Bank of India
Banks
4.64%1.91%1.91%
United Spirits Limited
Beverages
1.40%1.65%1.40%
Larsen and Toubro Ltd.
Construction
2.87%1.40%1.40%

Unique to HDFC Hybrid Equity

  • ITC LIMITED2.17%

Unique to HDFC Large Cap

  • Titan Company Ltd.4.45%
  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Sector Overlap Breakdown

Banks
21.3% (5)
Petroleum Products
4.2% (1)
Automobiles
3.3% (3)
IT - Software
2.8% (1)
Telecom - Services
2.1% (1)
Beverages
1.4% (1)
Construction
1.4% (1)
Power
1.2% (1)
Consumer Durables
0.9% (1)
Retailing
0.7% (1)
Personal Products
0.7% (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.