HDFC Large and Mid Cap Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

59.8%
High Overlap
156 common stocks · Rank #569 of 28,282 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in HDFC Nifty LargeMidcap 250 IndOverlap
HDFC Bank Ltd.
Banks
4.56%4.88%4.56%
ICICI Bank Ltd.
Banks
3.33%3.54%3.33%
Bharti Airtel Ltd.
Telecom - Services
1.88%1.88%1.88%
State Bank of India
Banks
1.77%1.79%1.77%
Infosys Limited
IT - Software
1.47%1.64%1.47%
Axis Bank Ltd.
Banks
2.06%1.43%1.43%
Kotak Mahindra Bank Limited
Banks
1.22%1.10%1.10%
Larsen and Toubro Ltd.
Construction
1.09%1.81%1.09%
Reliance Industries Ltd.
Petroleum Products
0.94%3.38%0.94%
Bajaj Finance Ltd.
Finance
0.89%0.95%0.89%

Unique to HDFC Large and Mid Cap

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

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Sector Overlap Breakdown

Banks
16.1% (14)
IT - Software
5.0% (10)
Pharmaceuticals & Biotechnology
4.3% (13)
Finance
3.6% (11)
Automobiles
2.5% (7)
Retailing
2.5% (6)
Telecom - Services
2.3% (3)
Auto Components
2.1% (9)
Petroleum Products
1.8% (3)
Insurance
1.8% (6)
Power
1.6% (6)
Consumer Durables
1.3% (6)
Ferrous Metals
1.1% (3)
Construction
1.1% (1)
Realty
1.1% (5)
Healthcare Services
1.0% (3)
Agricultural, Commercial & Construction Vehicles
0.9% (2)
Chemicals & Petrochemicals
0.9% (4)
Diversified FMCG
0.9% (2)
Aerospace & Defense
0.8% (2)
Capital Markets
0.7% (4)
Cement & Cement Products
0.6% (4)
Oil
0.6% (2)
Electrical Equipment
0.6% (4)
Fertilizers & Agrochemicals
0.6% (3)
Transport Services
0.5% (2)
Leisure Services
0.5% (4)
Industrial Products
0.5% (3)
Non - Ferrous Metals
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Personal Products
0.4% (2)
Gas
0.3% (2)
Agricultural Food & Other Products
0.3% (1)
Beverages
0.3% (2)
Textiles & Apparels
0.1% (1)
Cigarettes & Tobacco Products
0.1% (1)
IT - Services
0.1% (1)
Transport Infrastructure
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

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