HDFC Large and Mid Cap Fund vs Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Portfolio Overlap Analysis · HDFC vs Nippon

30.6%
Moderate Overlap
67 common stocks · Rank #5612 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)
Nippon · Mid Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Growth Mid Cap FuOverlap
Max Financial Services Limited
Insurance
2.10%1.65%1.65%
Fortis Healthcare Limited
Healthcare Services
2.90%1.56%1.56%
Lupin Limited
Pharmaceuticals & Biotechnology
1.34%1.13%1.13%
ICICI Bank Limited
Banks
0.97%3.33%0.97%
NTPC Limited
Power
1.22%0.93%0.93%
Bharat Forge Limited
Auto Components
2.37%0.90%0.90%
Prestige Estates Projects Limited
Realty
1.18%0.90%0.90%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
1.16%0.89%0.89%
Eternal Limited
Retailing
1.06%0.89%0.89%
Mahindra & Mahindra Financial Services Limited
Finance
0.89%1.29%0.89%

Unique to HDFC Large and Mid Cap

  • HDFC Bank Ltd.4.56%
  • Axis Bank Ltd.2.06%
  • Bharti Airtel Ltd.1.88%
  • State Bank of India1.77%
  • Infosys Limited1.47%
  • Maruti Suzuki India Limited1.27%

Unique to Nippon India Growth Mid Cap Fu

  • BSE Limited3.26%
  • The Federal Bank Limited2.80%
  • Voltas Limited2.45%
  • AU Small Finance Bank Limited2.40%
  • Ashok Leyland Limited2.11%
  • Power Finance Corporation Limited2.09%
  • Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Banks
3.7% (7)
Pharmaceuticals & Biotechnology
3.4% (4)
Retailing
2.8% (5)
Auto Components
2.2% (6)
Healthcare Services
2.1% (2)
Insurance
2.1% (2)
Finance
1.7% (4)
Consumer Durables
1.6% (5)
Aerospace & Defense
1.3% (2)
IT - Software
1.2% (2)
Leisure Services
1.2% (4)
Power
1.1% (2)
Realty
0.9% (1)
Industrial Products
0.9% (3)
Petroleum Products
0.9% (1)
Transport Services
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Automobiles
0.4% (1)
Chemicals & Petrochemicals
0.3% (2)
Capital Markets
0.3% (2)
Gas
0.3% (1)
Telecom - Services
0.2% (1)
Electrical Equipment
0.2% (2)
Textiles & Apparels
0.1% (1)
Beverages
0.1% (1)
Financial Technology (Fintech)
0.1% (1)
Cement & Cement Products
0.1% (1)
Fertilizers & Agrochemicals
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for Nippon India Growth Mid Cap Fu

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