HDFC Large and Mid Cap Fund vs Nippon India ETF Nifty 100

Portfolio Overlap Analysis · HDFC vs Nippon

44.0%
High Overlap
70 common stocks · Rank #1908 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India ETF Nifty 100
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India ETF Nifty 100Overlap
HDFC Bank Limited
Banks
9.83%4.56%4.56%
ICICI Bank Limited
Banks
7.13%3.33%3.33%
Axis Bank Limited
Banks
2.87%2.06%2.06%
Bharti Airtel Limited
Telecom - Services
3.79%1.88%1.88%
State Bank of India
Banks
3.61%1.77%1.77%
Infosys Limited
IT - Software
3.30%1.47%1.47%
Maruti Suzuki India Limited
Automobiles
1.41%1.27%1.27%
Kotak Mahindra Bank Limited
Banks
2.21%1.22%1.22%
Larsen & Toubro Limited
Construction
3.64%1.09%1.09%
Shriram Finance Limited
Finance
1.09%1.22%1.09%

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 Nippon India ETF Nifty 100

  • Reliance Industries Limited6.81%
  • Mahindra & Mahindra Limited2.20%

Sector Overlap Breakdown

Banks
13.5% (7)
IT - Software
3.8% (5)
Automobiles
3.2% (6)
Finance
3.1% (6)
Pharmaceuticals & Biotechnology
2.4% (6)
Telecom - Services
1.9% (1)
Power
1.8% (4)
Retailing
1.6% (3)
Petroleum Products
1.4% (2)
Insurance
1.4% (4)
Aerospace & Defense
1.3% (2)
Construction
1.1% (1)
Ferrous Metals
1.0% (2)
Diversified FMCG
0.9% (2)
Non - Ferrous Metals
0.8% (1)
Transport Services
0.8% (1)
Healthcare Services
0.6% (1)
Cement & Cement Products
0.5% (2)
Consumer Durables
0.5% (3)
Agricultural Food & other Products
0.5% (1)
Leisure Services
0.4% (1)
Auto Components
0.4% (2)
Oil
0.3% (1)
Gas
0.3% (1)
Beverages
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Realty
0.1% (1)
Electrical Equipment
0.1% (1)
Personal Products
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.