HDFC Large and Mid Cap Fund vs HDFC Nifty500 Multicap 50.25.25 Index Fund
Portfolio Overlap Analysis · HDFC vs HDFC
55.6%
High Overlap
205 common stocks · Rank #727 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in HDFC Nifty500 Multicap 50.25.2 | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 4.56% | 4.92% | 4.56% |
ICICI Bank Ltd. Banks | 3.33% | 3.57% | 3.33% |
Bharti Airtel Ltd. Telecom - Services | 1.88% | 1.90% | 1.88% |
State Bank of India Banks | 1.77% | 1.81% | 1.77% |
Infosys Limited IT - Software | 1.47% | 1.65% | 1.47% |
Axis Bank Ltd. Banks | 2.06% | 1.44% | 1.44% |
Kotak Mahindra Bank Limited Banks | 1.22% | 1.11% | 1.11% |
Larsen and Toubro Ltd. Construction | 1.09% | 1.82% | 1.09% |
Reliance Industries Ltd. Petroleum Products | 0.94% | 3.41% | 0.94% |
Bajaj Finance Ltd. Finance | 0.89% | 0.96% | 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 Nifty500 Multicap 50.25.2
- Mahindra & Mahindra Ltd.1.10%
Sector Overlap Breakdown
Banks15.0% (15)
IT - Software4.2% (11)
Pharmaceuticals & Biotechnology3.7% (18)
Finance3.6% (16)
Automobiles2.5% (7)
Telecom - Services2.2% (3)
Retailing1.9% (7)
Power1.5% (6)
Petroleum Products1.5% (3)
Auto Components1.4% (12)
Insurance1.4% (7)
Consumer Durables1.3% (10)
Construction1.3% (3)
Chemicals & Petrochemicals1.1% (9)
Ferrous Metals1.0% (3)
Healthcare Services0.9% (4)
Diversified FMCG0.9% (2)
Aerospace & Defense0.8% (2)
Transport Services0.8% (4)
Realty0.8% (6)
Capital Markets0.8% (7)
Cement & Cement Products0.6% (5)
Industrial Products0.6% (5)
Electrical Equipment0.6% (4)
Leisure Services0.5% (6)
Oil0.5% (2)
Agricultural, Commercial & Construction Vehicles0.5% (2)
Non - Ferrous Metals0.5% (1)
Fertilizers & Agrochemicals0.4% (3)
Financial Technology (Fintech)0.4% (2)
Gas0.4% (3)
Personal Products0.3% (3)
Agricultural Food & Other Products0.3% (1)
Commercial Services & Supplies0.3% (2)
Entertainment0.3% (3)
Beverages0.2% (2)
Industrial Manufacturing0.2% (2)
Textiles & Apparels0.1% (1)
Cigarettes & Tobacco Products0.1% (1)
IT - Services0.1% (1)
Transport Infrastructure0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Large and Mid Cap
- vs HDFC Nifty LargeMidcap 250 Ind59.8% · 156 stocks
- vs ICICI Prudential Nifty LargeMi55.9% · 158 stocks
- vs HDFC500ETF54.7% · 205 stocks
- vs HDFC Multi Cap54.7% · 91 stocks
- vs SBI Nifty 500 Index54.7% · 205 stocks
More comparisons for HDFC Nifty500 Multicap 50.25.2
- vs SBI Nifty 500 Index79.2% · 500 stocks
- vs HDFC500ETF78.2% · 477 stocks
- vs HDFC BSE 500 INDEX78.2% · 477 stocks
- vs HDFC Nifty LargeMidcap 250 Ind75.0% · 250 stocks
- vs SPBSEETF74.6% · 447 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.