HDFC Large and Mid Cap Fund vs SBI BSE 100 ETF

Portfolio Overlap Analysis · HDFC vs SBI

46.0%
High Overlap
71 common stocks · Rank #1600 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI BSE 100 ETFOverlap
HDFC Bank Ltd.
Banks
9.52%4.56%4.56%
ICICI Bank Ltd.
Banks
6.95%3.33%3.33%
Axis Bank Ltd.
Banks
2.79%2.06%2.06%
Bharti Airtel Ltd.
Telecom - Services
3.70%1.88%1.88%
State Bank of India
Banks
3.52%1.77%1.77%
Infosys Ltd.
IT - Software
3.27%1.47%1.47%
Maruti Suzuki India Ltd.
Automobiles
1.38%1.27%1.27%
Kotak Mahindra Bank Ltd.
Banks
2.15%1.22%1.22%
Larsen & Toubro Ltd.
Construction
3.53%1.09%1.09%
Shriram Finance Ltd.
Finance
1.06%1.22%1.06%

Unique to HDFC Large and Mid Cap

  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Mahindra & Mahindra Financial Services Ltd.1.29%

Unique to SBI BSE 100 ETF

  • Reliance Industries Ltd.6.65%
  • Mahindra & Mahindra Ltd.2.14%

Sector Overlap Breakdown

Banks
15.2% (11)
IT - Software
4.4% (7)
Automobiles
3.4% (6)
Finance
3.0% (5)
Pharmaceuticals & Biotechnology
2.3% (5)
Telecom - Services
1.9% (1)
Retailing
1.6% (3)
Petroleum Products
1.4% (2)
Power
1.3% (2)
Aerospace & Defense
1.3% (2)
Insurance
1.3% (3)
Construction
1.1% (1)
Diversified FMCG
0.9% (2)
Non - Ferrous Metals
0.8% (1)
Transport Services
0.8% (1)
Ferrous Metals
0.6% (1)
Healthcare Services
0.6% (1)
Cement & Cement Products
0.5% (2)
Consumer Durables
0.5% (4)
Agricultural Food & other Products
0.5% (1)
Leisure Services
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Oil
0.3% (1)
Electrical Equipment
0.3% (1)
Auto Components
0.3% (2)
Gas
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Beverages
0.3% (1)
Personal Products
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.