HDFC Large and Mid Cap Fund vs HDFC500ETF
Portfolio Overlap Analysis · HDFC vs HDFC
54.7%
High Overlap
205 common stocks · Rank #769 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in HDFC500ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.01% | 4.56% | 4.56% |
ICICI Bank Ltd. Banks | 5.11% | 3.33% | 3.33% |
Axis Bank Ltd. Banks | 2.05% | 2.06% | 2.05% |
Bharti Airtel Ltd. Telecom - Services | 2.73% | 1.88% | 1.88% |
State Bank of India Banks | 2.59% | 1.77% | 1.77% |
Infosys Limited IT - Software | 2.41% | 1.47% | 1.47% |
Kotak Mahindra Bank Limited Banks | 1.59% | 1.22% | 1.22% |
Larsen and Toubro Ltd. Construction | 2.60% | 1.09% | 1.09% |
Maruti Suzuki India Limited Automobiles | 1.02% | 1.27% | 1.02% |
Reliance Industries Ltd. Petroleum Products | 4.90% | 0.94% | 0.94% |
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 HDFC500ETF
- Mahindra & Mahindra Ltd.1.58%
Sector Overlap Breakdown
Banks15.2% (15)
IT - Software4.3% (11)
Pharmaceuticals & Biotechnology3.5% (18)
Finance3.5% (16)
Automobiles3.1% (7)
Retailing2.2% (7)
Telecom - Services2.1% (3)
Power1.8% (6)
Petroleum Products1.6% (3)
Insurance1.5% (7)
Auto Components1.3% (11)
Construction1.2% (4)
Aerospace & Defense1.2% (2)
Consumer Durables1.0% (11)
Ferrous Metals1.0% (3)
Diversified FMCG0.9% (2)
Healthcare Services0.8% (4)
Transport Services0.8% (4)
Chemicals & Petrochemicals0.7% (9)
Non - Ferrous Metals0.7% (1)
Realty0.7% (6)
Cement & Cement Products0.6% (5)
Leisure Services0.5% (6)
Electrical Equipment0.5% (4)
Oil0.5% (2)
Industrial Products0.4% (5)
Agricultural Food & Other Products0.4% (1)
Capital Markets0.4% (5)
Agricultural, Commercial & Construction Vehicles0.4% (2)
Fertilizers & Agrochemicals0.4% (4)
Gas0.3% (3)
Financial Technology (Fintech)0.3% (2)
Beverages0.3% (2)
Personal Products0.2% (3)
Commercial Services & Supplies0.1% (2)
Entertainment0.1% (3)
Textiles & Apparels0.1% (1)
Industrial Manufacturing0.1% (2)
IT - Services0.1% (1)
Cigarettes & Tobacco Products0.0% (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 HDFC Nifty500 Multicap 50.25.255.6% · 205 stocks
- vs HDFC Multi Cap54.7% · 91 stocks
- vs SBI Nifty 500 Index54.7% · 205 stocks
More comparisons for HDFC500ETF
- vs HDFC BSE 500 INDEX100.0% · 500 stocks
- vs SBI Nifty 500 Index98.3% · 477 stocks
- vs SPBSEETF88.6% · 457 stocks
- vs HDFC Nifty500 Multicap 50.25.278.2% · 477 stocks
- vs SBI BSE 100 ETF73.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.