HDFC Large and Mid Cap Fund vs Nippon India Nifty 500 Equal Weight Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

34.5%
Moderate Overlap
204 common stocks · Rank #4179 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Nifty 500 Equal Weight Index Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Nifty 500 Equal WOverlap
Bharat Forge Limited
Auto Components
0.27%0.90%0.27%
State Bank of India
Banks
0.26%1.77%0.26%
Jindal Steel Limited
Ferrous Metals
0.26%0.83%0.26%
Indian Bank
Banks
0.26%0.67%0.26%
Tata Steel Limited
Ferrous Metals
0.26%0.64%0.26%
Bandhan Bank Limited
Banks
0.26%0.59%0.26%
Steel Authority of India Limited
Ferrous Metals
0.26%0.50%0.26%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
0.25%0.74%0.25%
Oil & Natural Gas Corporation Limited
Oil
0.25%0.34%0.25%
Oil India Limited
Oil
0.25%0.30%0.25%

Unique to HDFC Large and Mid Cap

  • HDFC Bank Ltd.4.56%
  • ICICI Bank Ltd.3.33%
  • Axis Bank Ltd.2.06%
  • Bharti Airtel Ltd.1.88%
  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to Nippon India Nifty 500 Equal W

  • Hitachi Energy India Limited0.29%
  • Union Bank of India0.28%
  • Mangalore Refinery and Petrochemicals Limited0.28%
  • Force Motors Limited0.27%
  • Bank of Maharashtra0.27%
  • Apar Industries Limited0.27%
  • Bank of India0.26%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
3.5% (18)
Banks
3.3% (15)
Finance
3.0% (16)
Auto Components
1.9% (12)
IT - Software
1.6% (11)
Consumer Durables
1.5% (10)
Automobiles
1.4% (7)
Chemicals & Petrochemicals
1.3% (9)
Power
1.2% (6)
Insurance
1.2% (7)
Retailing
1.2% (7)
Industrial Products
0.9% (5)
Realty
0.9% (6)
Cement & Cement Products
0.8% (5)
Ferrous Metals
0.8% (3)
Healthcare Services
0.7% (4)
Transport Services
0.7% (4)
Capital Markets
0.7% (6)
Leisure Services
0.7% (6)
Petroleum Products
0.6% (3)
Telecom - Services
0.6% (3)
Gas
0.5% (3)
Oil
0.5% (2)
Agricultural, Commercial & Construction Vehicles
0.5% (2)
Personal Products
0.4% (3)
Electrical Equipment
0.4% (4)
Aerospace & Defense
0.4% (2)
Fertilizers & Agrochemicals
0.4% (3)
Entertainment
0.4% (3)
Construction
0.4% (3)
Diversified FMCG
0.4% (2)
Industrial Manufacturing
0.3% (2)
Beverages
0.3% (2)
Commercial Services & Supplies
0.3% (2)
Financial Technology (Fintech)
0.2% (2)
Non - Ferrous Metals
0.2% (1)
Agricultural Food & other Products
0.2% (1)
Cigarettes & Tobacco Products
0.1% (1)
Textiles & Apparels
0.1% (1)
IT - Services
0.1% (1)
Transport Infrastructure
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.