HDFC Large and Mid Cap Fund vs NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks)

Portfolio Overlap Analysis · HDFC vs Nippon

37.1%
Moderate Overlap
70 common stocks · Rank #3392 of 28,292 pairs

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in NIPPON INDIA MULTI CAP FUND (MOverlap
HDFC Bank Limited
Banks
5.69%4.56%4.56%
ICICI Bank Limited
Banks
4.37%3.33%3.33%
Axis Bank Limited
Banks
3.85%2.06%2.06%
State Bank of India
Banks
1.89%1.77%1.77%
Max Financial Services Limited
Insurance
2.48%1.65%1.65%
Infosys Limited
IT - Software
2.54%1.47%1.47%
Lupin Limited
Pharmaceuticals & Biotechnology
1.14%1.13%1.13%
Larsen & Toubro Limited
Construction
1.93%1.09%1.09%
Maruti Suzuki India Limited
Automobiles
1.02%1.27%1.02%
Reliance Industries Limited
Petroleum Products
2.21%0.94%0.94%

Unique to HDFC Large and Mid Cap

  • Bharti Airtel Ltd.1.88%
  • Fortis Healthcare Limited1.56%
  • Mahindra & Mahindra Financial Services Ltd.1.29%

Unique to NIPPON INDIA MULTI CAP FUND (M

  • GE Vernova T&D India Limited3.04%
  • NTPC Limited2.24%
  • Linde India Limited2.02%

Sector Overlap Breakdown

Banks
11.7% (4)
Pharmaceuticals & Biotechnology
4.3% (9)
Retailing
2.7% (6)
IT - Software
2.4% (2)
Insurance
2.4% (3)
Automobiles
1.8% (3)
Leisure Services
1.3% (5)
Consumer Durables
1.2% (6)
Construction
1.2% (2)
Finance
1.1% (2)
Power
1.1% (2)
Petroleum Products
0.9% (1)
Auto Components
0.8% (5)
Transport Services
0.7% (4)
Ferrous Metals
0.6% (1)
Industrial Products
0.5% (1)
Diversified FMCG
0.4% (1)
Financial Technology (Fintech)
0.4% (1)
Chemicals & Petrochemicals
0.4% (2)
Industrial Manufacturing
0.3% (1)
Personal Products
0.3% (1)
Entertainment
0.1% (1)
Textiles & Apparels
0.1% (1)
Beverages
0.1% (1)
Healthcare Services
0.1% (1)
Cement & Cement Products
0.1% (1)
Capital Markets
0.1% (2)
Electrical Equipment
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.