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
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in SBI Large and Midcap | Overlap |
|---|---|---|---|
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
Banks11.6% (5)
Pharmaceuticals & Biotechnology3.1% (5)
Auto Components2.1% (5)
Petroleum Products2.0% (2)
Ferrous Metals2.0% (3)
IT - Software1.5% (4)
Consumer Durables1.3% (4)
Agricultural, Commercial & Construction Vehicles1.2% (2)
Non - Ferrous Metals0.8% (1)
Industrial Products0.7% (2)
Personal Products0.6% (3)
Retailing0.5% (1)
Diversified FMCG0.5% (1)
Cement & Cement Products0.4% (2)
Transport Services0.3% (1)
Insurance0.3% (1)
Leisure Services0.2% (1)
Finance0.2% (1)
Textiles & Apparels0.1% (1)
Electrical Equipment0.1% (1)
Beverages0.1% (1)
Capital Markets0.0% (1)
Gas0.0% (1)
Food Products0.0% (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.