HDFC Large and Mid Cap Fund vs SBI Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

9.6%
Low Overlap
49 common stocks · Rank #21005 of 28,292 pairs
Fund A
HDFC Large and Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI Nifty Smallcap 250 Index Fund
SBI · Small Cap

Common Holdings (10)

StockWt% in HDFC Large and Mid CapWt% in SBI Nifty Smallcap 250 IndexOverlap
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.76%0.89%0.76%
Kaynes Technology India Ltd.
Industrial Manufacturing
0.63%0.79%0.63%
Bandhan Bank Ltd.
Banks
0.84%0.59%0.59%
Aster DM Healthcare Ltd.
Healthcare Services
0.80%0.52%0.52%
Timken India Ltd.
Industrial Products
0.65%0.49%0.49%
Five Star Business Finance Ltd.
Finance
0.42%0.38%0.38%
Redington Ltd.
Commercial Services & Supplies
0.87%0.38%0.38%
PNB Housing Finance Ltd.
Finance
0.81%0.36%0.36%
Delhivery Ltd.
Transport Services
1.23%0.35%0.35%
CreditAccess Grameen Ltd.
Finance
0.36%0.32%0.32%

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%
  • Max Financial Services Ltd.1.65%
  • Fortis Healthcare Limited1.56%
  • Infosys Limited1.47%
  • Mahindra & Mahindra Financial Services Ltd.1.29%
  • Maruti Suzuki India Limited1.27%

Unique to SBI Nifty Smallcap 250 Index

  • Multi Commodity Exchange of India Ltd.3.26%
  • Laurus Labs Ltd.2.19%
  • Karur Vysya Bank Ltd.1.61%
  • Navin Fluorine International Ltd.1.20%
  • Central Depository Services (I) Ltd.1.19%
  • Radico Khaitan Ltd.1.09%
  • City Union Bank Ltd.1.07%
  • RBL Bank Ltd.1.01%
  • Hindustan Copper Ltd.0.97%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
1.5% (5)
Finance
1.4% (5)
Industrial Manufacturing
0.8% (2)
Chemicals & Petrochemicals
0.7% (5)
Consumer Durables
0.7% (4)
Industrial Products
0.7% (2)
Banks
0.6% (1)
Transport Services
0.5% (2)
Healthcare Services
0.5% (1)
Commercial Services & Supplies
0.4% (2)
Entertainment
0.4% (3)
Personal Products
0.3% (1)
Leisure Services
0.2% (2)
Capital Markets
0.2% (3)
Construction
0.2% (2)
Auto Components
0.1% (3)
Gas
0.1% (1)
Cement & Cement Products
0.1% (1)
Insurance
0.1% (1)
Retailing
0.1% (1)
Realty
0.1% (1)
IT - Software
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.