HDFC Large and Mid Cap Fund vs SBI Multi Asset Allocation Fund
Portfolio Overlap Analysis · HDFC vs SBI
13.6%
Low Overlap
37 common stocks · Rank #16522 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in SBI Multi Asset Allocation | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 1.44% | 4.56% | 1.44% |
Reliance Industries Ltd. Petroleum Products | 1.46% | 0.94% | 0.94% |
Mahindra & Mahindra Financial Services Ltd. Finance | 0.74% | 1.29% | 0.74% |
State Bank of India Banks | 0.70% | 1.77% | 0.70% |
Axis Bank Ltd. Banks | 0.68% | 2.06% | 0.68% |
HCL Technologies Ltd. IT - Software | 0.66% | 0.94% | 0.66% |
Bandhan Bank Ltd. Banks | 2.28% | 0.59% | 0.59% |
Bank of Baroda Banks | 0.77% | 0.56% | 0.56% |
The Federal Bank Ltd. Banks | 1.65% | 0.54% | 0.54% |
Steel Authority of India Ltd. Ferrous Metals | 0.63% | 0.50% | 0.50% |
Unique to HDFC Large and Mid Cap
- ICICI Bank Ltd.3.33%
- Bharti Airtel Ltd.1.88%
- Max Financial Services Ltd.1.65%
- Fortis Healthcare Limited1.56%
- Infosys Limited1.47%
- Maruti Suzuki India Limited1.27%
Unique to SBI Multi Asset Allocation
- Brookfield India Real Estate Trust3.42%
- GAIL (India) Ltd.2.42%
- Oil & Natural Gas Corporation Ltd.1.97%
- Punjab National Bank1.66%
- Biocon Ltd.1.44%
- Indus Towers Ltd.1.39%
Sector Overlap Breakdown
Banks4.8% (7)
IT - Software1.5% (4)
Petroleum Products0.9% (1)
Retailing0.9% (2)
Ferrous Metals0.8% (2)
Finance0.7% (1)
Personal Products0.7% (2)
Oil0.6% (2)
Diversified FMCG0.4% (1)
Financial Technology (Fintech)0.4% (1)
Insurance0.3% (2)
Fertilizers & Agrochemicals0.3% (2)
Pharmaceuticals & Biotechnology0.3% (2)
Gas0.3% (1)
Leisure Services0.2% (1)
Telecom - Services0.2% (1)
Beverages0.1% (1)
Capital Markets0.1% (2)
Entertainment0.1% (1)
Cement & Cement Products0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Large and Mid Cap
- vs HDFC Nifty LargeMidcap 250 Ind59.8% · 156 stocks
- vs ICICI Prudential Nifty LargeMi55.9% · 158 stocks
- vs HDFC Nifty500 Multicap 50.25.255.6% · 205 stocks
- vs HDFC500ETF54.7% · 205 stocks
- vs HDFC Multi Cap54.7% · 91 stocks
More comparisons for SBI Multi Asset Allocation
- vs SBI Balanced Advantage23.6% · 32 stocks
- vs SBI Contra22.9% · 35 stocks
- vs HDFC Nifty LargeMidcap 250 Ind15.9% · 37 stocks
- vs ICICI Prudential Nifty LargeMi15.2% · 40 stocks
- vs SBI Equity Savings14.4% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.