HDFC Large and Mid Cap Fund vs Nippon India Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

32.8%
Moderate Overlap
85 common stocks · Rank #4789 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Nifty Midcap 150 Index Fund
Nippon · Mid Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in Nippon India Nifty Midcap 150 Overlap
Fortis Healthcare Limited
Healthcare Services
1.30%1.56%1.30%
Max Financial Services Limited
Insurance
1.27%1.65%1.27%
IndusInd Bank Limited
Banks
1.67%1.26%1.26%
Lupin Limited
Pharmaceuticals & Biotechnology
1.48%1.13%1.13%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.12%1.12%1.12%
Bharat Forge Limited
Auto Components
1.35%0.90%0.90%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
0.90%0.93%0.90%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.85%0.78%0.78%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.60%0.74%0.74%
Mphasis Limited
IT - Software
0.69%1.24%0.69%

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%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to Nippon India Nifty Midcap 150

  • BSE Limited2.93%
  • Hero MotoCorp Limited1.96%
  • The Federal Bank Limited1.96%
  • Cummins India Limited1.75%
  • Indus Towers Limited1.56%
  • HDFC Asset Management Company Limited1.46%
  • AU Small Finance Bank Limited1.43%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
4.5% (7)
Banks
4.1% (7)
Auto Components
2.6% (7)
Finance
2.4% (5)
IT - Software
2.2% (5)
Insurance
1.5% (2)
Retailing
1.4% (3)
Healthcare Services
1.4% (2)
Realty
1.3% (4)
Consumer Durables
1.2% (3)
Petroleum Products
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.1% (2)
Chemicals & Petrochemicals
0.9% (3)
Capital Markets
0.7% (3)
Telecom - Services
0.6% (2)
Fertilizers & Agrochemicals
0.6% (3)
Electrical Equipment
0.5% (3)
Industrial Products
0.5% (3)
Ferrous Metals
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Power
0.4% (2)
Automobiles
0.4% (1)
Personal Products
0.4% (1)
Gas
0.3% (1)
Cement & Cement Products
0.3% (2)
Oil
0.3% (1)
Leisure Services
0.3% (3)
Cigarettes & Tobacco Products
0.2% (1)
Textiles & Apparels
0.1% (1)
Transport Services
0.1% (1)
Beverages
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.