HDFC Large and Mid Cap Fund vs HDFC Multi Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

54.7%
High Overlap
91 common stocks · Rank #770 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
HDFC Multi Cap Fund
HDFC · Multi Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in HDFC Multi CapOverlap
HDFC Bank Ltd.
Banks
4.56%4.39%4.39%
ICICI Bank Ltd.
Banks
3.33%3.18%3.18%
Axis Bank Ltd.
Banks
2.06%2.75%2.06%
Bharti Airtel Ltd.
Telecom - Services
1.88%2.01%1.88%
Infosys Limited
IT - Software
1.47%1.45%1.45%
State Bank of India
Banks
1.77%1.34%1.34%
Maruti Suzuki India Limited
Automobiles
1.27%1.39%1.27%
Kotak Mahindra Bank Limited
Banks
1.22%1.44%1.22%
Shriram Finance Ltd.
Finance
1.22%1.35%1.22%
Larsen and Toubro Ltd.
Construction
1.09%1.84%1.09%

Unique to HDFC Large and Mid Cap

  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Mahindra & Mahindra Financial Services Ltd.1.29%

Unique to HDFC Multi Cap

  • Reliance Industries Ltd.2.71%
  • Britannia Industries Ltd.2.42%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%

Sector Overlap Breakdown

Banks
14.5% (9)
IT - Software
5.4% (7)
Pharmaceuticals & Biotechnology
4.7% (10)
Finance
4.0% (7)
Auto Components
3.1% (7)
Telecom - Services
2.3% (2)
Insurance
2.2% (4)
Petroleum Products
2.0% (2)
Retailing
1.8% (3)
Automobiles
1.7% (2)
Transport Services
1.2% (2)
Agricultural, Commercial & Construction Vehicles
1.2% (2)
Consumer Durables
1.1% (6)
Leisure Services
1.1% (3)
Construction
1.1% (1)
Healthcare Services
1.1% (2)
Power
0.9% (1)
Industrial Products
0.9% (3)
Diversified FMCG
0.9% (2)
Realty
0.8% (2)
Ferrous Metals
0.6% (1)
Aerospace & Defense
0.6% (1)
Industrial Manufacturing
0.4% (1)
Financial Technology (Fintech)
0.4% (1)
Oil
0.3% (1)
Textiles & Apparels
0.1% (1)
Gas
0.1% (1)
IT - Services
0.1% (1)
Beverages
0.1% (1)
Chemicals & Petrochemicals
0.1% (1)
Transport Infrastructure
0.0% (1)
Capital Markets
0.0% (1)
Personal Products
0.0% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for HDFC Multi Cap

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