HDFC Large and Mid Cap Fund vs NIPPON INDIA SMALL CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

19.6%
Low Overlap
66 common stocks · Rank #11322 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in NIPPON INDIA SMALL CAPOverlap
HDFC Bank Limited
Banks
2.01%4.56%2.01%
State Bank of India
Banks
1.42%1.77%1.42%
Axis Bank Limited
Banks
1.22%2.06%1.22%
Ajanta Pharma Limited
Pharmaceuticals & Biotechnology
0.74%0.94%0.74%
Voltas Limited
Consumer Durables
0.58%0.58%0.58%
Blue Star Limited
Consumer Durables
0.57%0.56%0.56%
Aster DM Healthcare Limited
Healthcare Services
0.92%0.52%0.52%
Hindustan Aeronautics Limited
Aerospace & Defense
0.50%0.55%0.50%
Ambuja Cements Limited
Cement & Cement Products
0.49%0.87%0.49%
Tata Consumer Products Limited
Agricultural Food & other Products
0.61%0.49%0.49%

Unique to HDFC Large and Mid Cap

  • ICICI Bank Ltd.3.33%
  • 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 SMALL CAP

  • Multi Commodity Exchange of India Limited2.89%
  • Karur Vysya Bank Limited1.54%
  • Apar Industries Limited1.45%
  • TD Power Systems Limited1.30%
  • Bharat Heavy Electricals Limited1.16%
  • Emami Limited1.13%
  • Kirloskar Brothers Limited1.06%

Sector Overlap Breakdown

Banks
4.8% (4)
Consumer Durables
2.1% (9)
Pharmaceuticals & Biotechnology
1.6% (4)
Finance
1.1% (5)
Diversified FMCG
0.9% (2)
IT - Software
0.8% (2)
Aerospace & Defense
0.7% (2)
Auto Components
0.7% (6)
Power
0.7% (2)
Industrial Products
0.7% (2)
Chemicals & Petrochemicals
0.7% (5)
Healthcare Services
0.6% (2)
Cement & Cement Products
0.5% (1)
Leisure Services
0.5% (3)
Agricultural Food & other Products
0.5% (1)
Electrical Equipment
0.4% (2)
Fertilizers & Agrochemicals
0.4% (1)
Transport Services
0.3% (1)
Insurance
0.3% (1)
Petroleum Products
0.3% (1)
Industrial Manufacturing
0.3% (1)
Personal Products
0.3% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Entertainment
0.1% (1)
Construction
0.1% (1)
Capital Markets
0.1% (3)
Realty
0.1% (1)
Commercial Services & Supplies
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for NIPPON INDIA SMALL CAP

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