HDFC Large and Mid Cap Fund vs SBI Nifty Midcap 150 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
32.9%
Moderate Overlap
86 common stocks · Rank #4752 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large and Mid Cap | Wt% in SBI Nifty Midcap 150 Index | Overlap |
|---|---|---|---|
Fortis Healthcare Ltd. Healthcare Services | 1.30% | 1.56% | 1.30% |
IndusInd Bank Ltd. Banks | 1.66% | 1.26% | 1.26% |
Max Financial Services Ltd. Insurance | 1.26% | 1.65% | 1.26% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.47% | 1.13% | 1.13% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.11% | 1.12% | 1.11% |
Bharat Forge Ltd. Auto Components | 1.34% | 0.90% | 0.90% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 0.90% | 0.93% | 0.90% |
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.85% | 0.78% | 0.78% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 1.59% | 0.74% | 0.74% |
Mphasis Ltd. IT - Software | 0.69% | 1.24% | 0.69% |
Unique to HDFC Large and Mid Cap
- HDFC Bank Ltd.4.56%
- ICICI Bank Ltd.3.33%
- Axis Bank Ltd.2.06%
- Bharti Airtel Ltd.1.88%
- State Bank of India1.77%
- Infosys Limited1.47%
- Mahindra & Mahindra Financial Services Ltd.1.29%
- Maruti Suzuki India Limited1.27%
Unique to SBI Nifty Midcap 150 Index
- BSE Ltd.2.92%
- Hero MotoCorp Ltd.1.95%
- The Federal Bank Ltd.1.95%
- Cummins India Ltd.1.75%
- Indus Towers Ltd.1.55%
- HDFC Asset Management Co. Ltd.1.45%
- AU Small Finance Bank Ltd.1.43%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology4.5% (7)
Banks4.1% (7)
Auto Components2.6% (7)
Finance2.4% (5)
IT - Software2.2% (5)
Insurance1.5% (2)
Retailing1.4% (3)
Healthcare Services1.4% (2)
Realty1.3% (4)
Consumer Durables1.2% (3)
Petroleum Products1.1% (1)
Agricultural, Commercial & Construction Vehicles1.1% (2)
Chemicals & Petrochemicals0.9% (3)
Capital Markets0.8% (4)
Telecom - Services0.6% (2)
Fertilizers & Agrochemicals0.6% (3)
Electrical Equipment0.5% (3)
Industrial Products0.5% (3)
Ferrous Metals0.5% (1)
Financial Technology (Fintech)0.5% (2)
Power0.4% (2)
Automobiles0.4% (1)
Personal Products0.4% (1)
Gas0.3% (1)
Cement & Cement Products0.3% (2)
Oil0.3% (1)
Leisure Services0.3% (3)
Cigarettes & Tobacco Products0.2% (1)
Textiles & Apparels0.1% (1)
Transport Services0.1% (1)
Beverages0.1% (1)
IT - Services0.1% (1)
Transport Infrastructure0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Nifty Midcap 150 Index
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.