HDFC Large and Mid Cap Fund vs SBI Conservative Hybrid Fund

Portfolio Overlap Analysis · SBI vs HDFC

5.8%
Low Overlap
15 common stocks · Rank #26786 of 28,282 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI Conservative Hybrid Fund
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI Conservative HybridOverlap
Axis Bank Ltd.
Banks
2.06%1.42%1.42%
Reliance Industries Ltd.
Petroleum Products
0.94%1.30%0.94%
Max Financial Services Ltd.
Insurance
1.65%0.73%0.73%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.89%0.59%0.59%
Voltas Ltd.
Consumer Durables
0.58%0.49%0.49%
Escorts Kubota Ltd.
Agricultural, Commercial & Construction Vehicles
1.02%0.38%0.38%
HDFC Life Insurance Company Ltd.
Insurance
0.30%1.20%0.30%
Asian Paints Ltd.
Consumer Durables
0.25%1.79%0.25%
Jubilant Foodworks Ltd.
Leisure Services
0.23%0.44%0.23%
Carborundum Universal Ltd.
Industrial Products
0.17%0.39%0.17%

Unique to HDFC Large and Mid Cap

  • HDFC Bank Ltd.4.56%
  • ICICI Bank Ltd.3.33%
  • Bharti Airtel Ltd.1.88%
  • State Bank of India1.77%
  • Fortis Healthcare Limited1.56%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to SBI Conservative Hybrid

  • Kingfa Science & Technology India Ltd.1.57%
  • Biocon Ltd.1.50%
  • Bajaj Finserv Ltd.1.31%
  • Aether Industries Ltd.1.00%
  • Avanti Feeds Ltd.0.96%
  • Graphite India Ltd.0.84%

Sector Overlap Breakdown

Banks
1.4% (1)
Insurance
1.0% (2)
Petroleum Products
0.9% (1)
Consumer Durables
0.7% (2)
Pharmaceuticals & Biotechnology
0.7% (2)
Agricultural, Commercial & Construction Vehicles
0.4% (1)
Leisure Services
0.2% (1)
Industrial Products
0.2% (1)
Cement & Cement Products
0.1% (1)
Auto Components
0.1% (1)
Chemicals & Petrochemicals
0.0% (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.