HDFC Large and Mid Cap Fund vs Nippon India Active Momentum Fund

Portfolio Overlap Analysis · HDFC vs Nippon

23.6%
Moderate Overlap
24 common stocks · Rank #8859 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Active Momentum Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Active MomentumOverlap
HDFC Bank Limited
Banks
7.51%4.56%4.56%
Axis Bank Limited
Banks
3.25%2.06%2.06%
State Bank of India
Banks
4.67%1.77%1.77%
Max Financial Services Limited
Insurance
2.19%1.65%1.65%
Fortis Healthcare Limited
Healthcare Services
2.44%1.56%1.56%
Mphasis Limited
IT - Software
1.79%1.24%1.24%
Shriram Finance Limited
Finance
2.67%1.22%1.22%
Lupin Limited
Pharmaceuticals & Biotechnology
2.16%1.13%1.13%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.86%1.12%1.12%
Eicher Motors Limited
Automobiles
2.10%0.98%0.98%

Unique to HDFC Large and Mid Cap

  • ICICI Bank Ltd.3.33%
  • Bharti Airtel Ltd.1.88%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Mahindra & Mahindra Limited3.14%
  • Multi Commodity Exchange of India Limited2.83%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%
  • Bharat Electronics Limited2.70%

Sector Overlap Breakdown

Banks
9.6% (5)
Finance
2.0% (2)
Insurance
1.6% (1)
Automobiles
1.6% (3)
Healthcare Services
1.6% (1)
IT - Software
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Petroleum Products
1.1% (1)
Auto Components
1.1% (3)
Aerospace & Defense
0.8% (1)
Ferrous Metals
0.6% (1)
Retailing
0.5% (1)
Transport Services
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Commercial Services & Supplies
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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