HDFC Large and Mid Cap Fund vs Nippon India Flexi Cap Fund

Portfolio Overlap Analysis · HDFC vs Nippon

39.8%
Moderate Overlap
56 common stocks · Rank #2732 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Flexi Cap Fund
Nippon · Flexi Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Flexi CapOverlap
HDFC Bank Limited
Banks
6.34%4.56%4.56%
ICICI Bank Limited
Banks
5.29%3.33%3.33%
Axis Bank Limited
Banks
4.37%2.06%2.06%
Bharti Airtel Limited
Telecom - Services
2.02%1.88%1.88%
State Bank of India
Banks
2.08%1.77%1.77%
Infosys Limited
IT - Software
3.06%1.47%1.47%
Maruti Suzuki India Limited
Automobiles
2.26%1.27%1.27%
Kotak Mahindra Bank Limited
Banks
1.17%1.22%1.17%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.21%1.12%1.12%
Larsen & Toubro Limited
Construction
2.97%1.09%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 Flexi Cap

  • Reliance Industries Limited3.68%
  • Bajaj Finance Limited2.75%
  • Mahindra & Mahindra Limited2.56%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
14.6% (8)
IT - Software
3.2% (5)
Retailing
2.5% (5)
Finance
2.3% (5)
Telecom - Services
2.2% (2)
Petroleum Products
2.1% (2)
Automobiles
1.7% (2)
Pharmaceuticals & Biotechnology
1.3% (2)
Transport Services
1.2% (2)
Construction
1.1% (1)
Consumer Durables
1.1% (4)
Power
0.9% (1)
Ferrous Metals
0.8% (1)
Industrial Manufacturing
0.8% (1)
Leisure Services
0.7% (2)
Insurance
0.7% (1)
Aerospace & Defense
0.6% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Diversified FMCG
0.4% (1)
Cement & Cement Products
0.3% (1)
Auto Components
0.3% (2)
Electrical Equipment
0.1% (1)
Healthcare Services
0.1% (1)
Capital Markets
0.0% (1)
Personal Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for Nippon India Flexi Cap

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