HDFC Large and Mid Cap Fund vs NIPPON INDIA ARBITRAGE FUND

Portfolio Overlap Analysis · HDFC vs Nippon

36.6%
Moderate Overlap
105 common stocks · Rank #3564 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
NIPPON INDIA ARBITRAGE FUND
Nippon · Arbitrage

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in NIPPON INDIA ARBITRAGEOverlap
HDFC Bank Limited
Banks
5.03%4.56%4.56%
ICICI Bank Limited
Banks
3.51%3.33%3.33%
Axis Bank Limited
Banks
2.15%2.06%2.06%
Bharti Airtel Limited
Telecom - Services
2.60%1.88%1.88%
Kotak Mahindra Bank Limited
Banks
1.18%1.22%1.18%
Maruti Suzuki India Limited
Automobiles
1.06%1.27%1.06%
Reliance Industries Limited
Petroleum Products
2.92%0.94%0.94%
Eternal Limited
Retailing
2.32%0.89%0.89%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.78%0.78%0.78%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
0.78%0.93%0.78%

Unique to HDFC Large and Mid Cap

  • State Bank of India1.77%
  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%

Unique to NIPPON INDIA ARBITRAGE

  • JSW Steel Limited2.05%
  • Grasim Industries Limited1.78%
  • Mahindra & Mahindra Limited1.49%
  • Jio Financial Services Limited1.47%

Sector Overlap Breakdown

Banks
12.5% (12)
Pharmaceuticals & Biotechnology
3.3% (10)
Automobiles
2.2% (6)
Telecom - Services
2.1% (2)
Finance
1.7% (7)
Power
1.2% (5)
Ferrous Metals
1.2% (3)
Insurance
1.1% (5)
Petroleum Products
1.1% (3)
Auto Components
1.1% (6)
Cement & Cement Products
1.1% (2)
Retailing
1.1% (3)
Transport Services
1.0% (3)
Consumer Durables
0.9% (7)
Aerospace & Defense
0.8% (2)
IT - Software
0.6% (4)
Diversified FMCG
0.5% (2)
Construction
0.3% (2)
Oil
0.3% (1)
Fertilizers & Agrochemicals
0.3% (1)
Electrical Equipment
0.3% (2)
Realty
0.3% (3)
Gas
0.3% (1)
Healthcare Services
0.3% (2)
Industrial Manufacturing
0.2% (1)
Non - Ferrous Metals
0.2% (1)
Financial Technology (Fintech)
0.2% (2)
Beverages
0.1% (1)
Agricultural Food & other Products
0.1% (1)
Chemicals & Petrochemicals
0.1% (2)
Personal Products
0.1% (1)
Leisure Services
0.0% (1)
Capital Markets
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for NIPPON INDIA ARBITRAGE

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