HDFC Large and Mid Cap Fund vs HDFCMIDETF

Portfolio Overlap Analysis · HDFC vs HDFC

32.9%
Moderate Overlap
86 common stocks · Rank #4756 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
HDFCMIDETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in HDFCMIDETFOverlap
Fortis Healthcare Limited
Healthcare Services
1.56%1.30%1.30%
Indusind Bank Ltd.
Banks
1.26%1.66%1.26%
Max Financial Services Ltd.
Insurance
1.65%1.26%1.26%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.13%1.47%1.13%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
1.12%1.11%1.11%
Bharat Forge Ltd.
Auto Components
0.90%1.35%0.90%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.93%0.90%0.90%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.78%0.85%0.78%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
0.74%1.60%0.74%
MphasiS Limited.
IT - Software
1.24%0.69%0.69%

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%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to HDFCMIDETF

  • Bombay Stock Exchange Limited (BSE)2.92%
  • Hero MotoCorp Ltd.1.96%
  • The Federal Bank Ltd.1.95%
  • Cummins India Ltd.1.75%
  • Indus Towers Limited1.56%
  • HDFC Asset Management Company Ltd.1.45%
  • Au Small Finance Bank Ltd.1.43%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
4.5% (7)
Banks
4.1% (7)
Auto Components
2.6% (7)
Finance
2.4% (5)
IT - Software
2.2% (5)
Insurance
1.5% (2)
Retailing
1.4% (3)
Healthcare Services
1.4% (2)
Realty
1.3% (4)
Consumer Durables
1.2% (3)
Petroleum Products
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.1% (2)
Chemicals & Petrochemicals
0.9% (3)
Capital Markets
0.8% (4)
Telecom - Services
0.6% (2)
Fertilizers & Agrochemicals
0.6% (3)
Electrical Equipment
0.5% (3)
Industrial Products
0.5% (3)
Ferrous Metals
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Power
0.4% (2)
Automobiles
0.4% (1)
Personal Products
0.4% (1)
Gas
0.3% (1)
Cement & Cement Products
0.3% (2)
Oil
0.3% (1)
Leisure Services
0.3% (3)
Cigarettes & Tobacco Products
0.2% (1)
Textiles & Apparels
0.1% (1)
Transport Services
0.1% (1)
Beverages
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.