HDFC Large and Mid Cap Fund vs Nippon India Nifty 500 Quality 50 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

5.1%
Low Overlap
19 common stocks · Rank #28089 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Nifty 500 Quality 50 Index Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Nifty 500 QualityOverlap
Bharat Electronics Limited
Aerospace & Defense
5.20%0.78%0.78%
Tata Consultancy Services Limited
IT - Software
4.23%0.77%0.77%
Persistent Systems Limited
IT - Software
2.16%0.66%0.66%
Solar Industries India Limited
Chemicals & Petrochemicals
2.41%0.53%0.53%
Motilal Oswal Financial Services Limited
Capital Markets
1.10%0.47%0.47%
Suzlon Energy Limited
Electrical Equipment
3.00%0.32%0.32%
BSE Limited
Capital Markets
4.22%0.26%0.26%
Emami Limited
Personal Products
1.20%0.25%0.25%
Oracle Financial Services Software Limited
IT - Software
1.50%0.23%0.23%
LTIMindtree Limited
IT - Software
1.86%0.20%0.20%

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%
  • State Bank of India1.77%
  • 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 Quality

  • Britannia Industries Limited4.37%
  • Colgate Palmolive (India) Limited4.05%
  • Coal India Limited4.01%
  • Bajaj Auto Limited3.92%
  • HDFC Asset Management Company Limited3.21%
  • Marico Limited2.99%

Sector Overlap Breakdown

IT - Software
1.9% (4)
Capital Markets
0.9% (4)
Aerospace & Defense
0.8% (1)
Chemicals & Petrochemicals
0.5% (1)
Electrical Equipment
0.4% (2)
Personal Products
0.3% (1)
Textiles & Apparels
0.1% (1)
IT - Services
0.1% (1)
Commercial Services & Supplies
0.1% (1)
Auto Components
0.1% (1)
Consumer Durables
0.0% (1)
Leisure Services
0.0% (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.