HDFC Large and Mid Cap Fund vs HDFC Mid Cap Fund
Portfolio Overlap Analysis · HDFC vs HDFC
28.2%
Moderate Overlap
58 common stocks · Rank #6559 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in HDFC Mid Cap | Overlap |
|---|---|---|---|
Max Financial Services Ltd. Insurance | 1.65% | 4.96% | 1.65% |
Fortis Healthcare Limited Healthcare Services | 1.56% | 3.09% | 1.56% |
Mahindra & Mahindra Financial Services Ltd. Finance | 1.29% | 2.46% | 1.29% |
MphasiS Limited. IT - Software | 1.24% | 1.30% | 1.24% |
Hindustan Petroleum Corp. Ltd. Petroleum Products | 1.12% | 2.58% | 1.12% |
Balkrishna Industries Ltd. Auto Components | 0.94% | 3.38% | 0.94% |
Indusind Bank Ltd. Banks | 1.26% | 0.94% | 0.94% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 0.93% | 1.73% | 0.93% |
ESCORTS KUBOTA LIMITED Agricultural, Commercial & Construction Vehicles | 1.02% | 0.93% | 0.93% |
Bharat Forge Ltd. Auto Components | 0.90% | 1.31% | 0.90% |
Unique to HDFC Large and Mid Cap
- HDFC Bank Ltd.4.56%
- ICICI Bank Ltd.3.33%
- Axis Bank Ltd.2.06%
- Bharti Airtel Ltd.1.88%
- State Bank of India1.77%
- Infosys Limited1.47%
- Maruti Suzuki India Limited1.27%
Unique to HDFC Mid Cap
- The Federal Bank Ltd.4.07%
- Au Small Finance Bank Ltd.4.00%
- Indian Bank3.87%
- Ipca Laboratories Ltd.2.92%
- Glenmark Pharmaceuticals Ltd.2.91%
- Vishal Mega Mart Limited2.67%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology4.0% (5)
Banks3.0% (5)
Auto Components3.0% (6)
IT - Software2.8% (5)
Insurance2.0% (3)
Finance1.6% (3)
Healthcare Services1.6% (2)
Retailing1.3% (2)
Petroleum Products1.1% (1)
Industrial Products0.9% (3)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Ferrous Metals0.8% (1)
Leisure Services0.8% (1)
Personal Products0.7% (3)
Gas0.5% (1)
Telecom - Services0.4% (1)
Financial Technology (Fintech)0.4% (1)
Commercial Services & Supplies0.4% (1)
Chemicals & Petrochemicals0.4% (2)
Transport Services0.3% (1)
Consumer Durables0.3% (2)
Beverages0.3% (1)
Cement & Cement Products0.2% (1)
Capital Markets0.2% (3)
Construction0.1% (1)
Textiles & Apparels0.0% (1)
Fertilizers & Agrochemicals0.0% (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.