HDFC Infrastructure Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.1%
Low Overlap
4 common stocks · Rank #28035 of 28,292 pairs
Fund A
HDFC Infrastructure Fund
HDFC · Sectoral - Infra
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (4)

StockWt% in HDFC InfrastructureWt% in SBI MidcapOverlap
State Bank of India
Banks
2.34%3.50%2.34%
Indus Towers Ltd.
Telecom - Services
1.85%1.41%1.41%
AIA Engineering Ltd.
Industrial Products
2.81%1.08%1.08%
Oberoi Realty Ltd.
Realty
1.78%0.31%0.31%

Unique to HDFC Infrastructure

  • Larsen and Toubro Ltd.7.14%
  • ICICI Bank Ltd.6.27%
  • HDFC Bank Ltd.5.14%
  • Kalpataru Projects International Ltd3.99%
  • NTPC Limited3.48%
  • J.Kumar Infraprojects Ltd.3.06%
  • InterGlobe Aviation Ltd.3.00%
  • Reliance Industries Ltd.2.88%
  • Axis Bank Ltd.2.86%

Unique to SBI Midcap

  • Torrent Power Ltd.3.92%
  • Bharat Heavy Electricals Ltd.3.43%
  • CRISIL Ltd.3.21%
  • Sundaram Finance Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • Bharat Forge Ltd.2.97%
  • Max Financial Services Ltd.2.82%
  • The Federal Bank Ltd.2.71%

Sector Overlap Breakdown

Banks
2.3% (1)
Telecom - Services
1.4% (1)
Industrial Products
1.1% (1)
Realty
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Infrastructure

More comparisons for SBI Midcap

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