HDFC Large and Mid Cap Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · SBI vs HDFC

29.6%
Moderate Overlap
50 common stocks · Rank #6038 of 28,282 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
4.56%5.04%4.56%
ICICI Bank Ltd.
Banks
3.33%2.95%2.95%
Axis Bank Ltd.
Banks
2.06%3.28%2.06%
State Bank of India
Banks
1.77%3.56%1.77%
Infosys Ltd.
IT - Software
1.47%1.17%1.17%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.12%1.06%1.06%
Reliance Industries Ltd.
Petroleum Products
0.94%2.73%0.94%
Balkrishna Industries Ltd.
Auto Components
0.94%1.78%0.94%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.93%1.70%0.93%
Bharat Forge Ltd.
Auto Components
0.90%3.20%0.90%

Unique to HDFC Large and Mid Cap

  • Bharti Airtel Ltd.1.88%
  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to SBI Large and Midcap

  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
11.6% (5)
Pharmaceuticals & Biotechnology
3.1% (5)
Auto Components
2.1% (5)
Petroleum Products
2.0% (2)
Ferrous Metals
2.0% (3)
IT - Software
1.5% (4)
Consumer Durables
1.3% (4)
Agricultural, Commercial & Construction Vehicles
1.2% (2)
Non - Ferrous Metals
0.8% (1)
Industrial Products
0.7% (2)
Personal Products
0.6% (3)
Retailing
0.5% (1)
Diversified FMCG
0.5% (1)
Cement & Cement Products
0.4% (2)
Transport Services
0.3% (1)
Insurance
0.3% (1)
Leisure Services
0.2% (1)
Finance
0.2% (1)
Textiles & Apparels
0.1% (1)
Electrical Equipment
0.1% (1)
Beverages
0.1% (1)
Capital Markets
0.0% (1)
Gas
0.0% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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