HDFC Large and Mid Cap Fund vs SBI Arbitrage Opportunities Fund

Portfolio Overlap Analysis · SBI vs HDFC

40.5%
High Overlap
124 common stocks · Rank #2632 of 28,282 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI Arbitrage Opportunities Fund
SBI · Arbitrage

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI Arbitrage OpportunitiesOverlap
HDFC Bank Ltd.
Banks
4.56%6.00%4.56%
ICICI Bank Ltd.
Banks
3.33%4.08%3.33%
Axis Bank Ltd.
Banks
2.06%1.71%1.71%
Bharti Airtel Ltd.
Telecom - Services
1.88%1.19%1.19%
Shriram Finance Ltd.
Finance
1.22%1.10%1.10%
Kotak Mahindra Bank Ltd.
Banks
1.22%0.99%0.99%
Reliance Industries Ltd.
Petroleum Products
0.94%2.01%0.94%
Larsen & Toubro Ltd.
Construction
1.09%0.88%0.88%
Eternal Ltd.
Retailing
0.89%0.81%0.81%
Bharat Electronics Ltd.
Aerospace & Defense
0.78%1.46%0.78%

Unique to HDFC Large and Mid Cap

  • 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 SBI Arbitrage Opportunities

  • JSW Steel Ltd.1.65%
  • Vedanta Ltd.1.53%
  • Tata Consultancy Services Ltd.1.51%
  • ITC Ltd.1.31%
  • Vodafone Idea Ltd.1.21%

Sector Overlap Breakdown

Banks
12.6% (15)
Finance
3.6% (9)
Pharmaceuticals & Biotechnology
3.1% (10)
IT - Software
1.6% (9)
Petroleum Products
1.5% (3)
Automobiles
1.4% (6)
Telecom - Services
1.4% (2)
Aerospace & Defense
1.3% (2)
Retailing
1.3% (4)
Power
1.3% (5)
Insurance
1.2% (5)
Ferrous Metals
1.1% (3)
Transport Services
1.0% (3)
Construction
0.9% (2)
Consumer Durables
0.8% (7)
Cement & Cement Products
0.8% (2)
Auto Components
0.6% (5)
Chemicals & Petrochemicals
0.6% (2)
Electrical Equipment
0.5% (4)
Diversified FMCG
0.5% (2)
Realty
0.5% (4)
Non - Ferrous Metals
0.4% (1)
Oil
0.4% (2)
Healthcare Services
0.3% (3)
Financial Technology (Fintech)
0.3% (2)
Agricultural Food & other Products
0.3% (1)
Leisure Services
0.3% (1)
Gas
0.3% (1)
Personal Products
0.3% (2)
Capital Markets
0.3% (4)
Beverages
0.1% (1)
Fertilizers & Agrochemicals
0.1% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large and Mid Cap

More comparisons for SBI Arbitrage Opportunities

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